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Legacy Wealth Management (Idaho)’s Invesco NASDAQ Next Gen 100 ETF QQQJ Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio QQQJ Stock Details QQQJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-58
Closed -$2.08K – 958
2025
Q3 		$2.08K Hold
58
– – ﹤0.01% 534
2025
Q2 		$1.85K Hold
58
– – ﹤0.01% 524
2025
Q1 		$1.68K Sell
58
-216
-79% -$6.73K ﹤0.01% 569
2024
Q4 		$8.84K Hold
274
– – 0.01% 308
2024
Q3 		$8.59K Buy
+274
New +$7.83K 0.01% 334

Other funds holding QQQJ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RFS
Retirement Financial Solutions Knoxville, Tennessee $407M AUM 23.23% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
EFG
Erickson Financial Group Allentown, Pennsylvania $187M AUM 22% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s QQQJ Position: Q4 2025 in Review

Legacy Wealth Management (Idaho) sold out of Invesco NASDAQ Next Gen 100 ETF (QQQJ) in Q4 2025, closing a stake of 58 shares — an estimated $2.08K sold.

Legacy Wealth Management (Idaho) first reported a position in QQQJ in Q3 2024 and held it in 5 quarters. The position peaked at $8.84K in Q4 2024. 171 funds tracked by Wall St. Rank hold QQQJ as of Q4 2025.

  • Legacy Wealth Management (Idaho) reported no remaining Invesco NASDAQ Next Gen 100 ETF position as of Q4 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 58 Invesco NASDAQ Next Gen 100 ETF shares in Q4 2025, an estimated $2.08K.
  • Legacy Wealth Management (Idaho) first reported a position in Invesco NASDAQ Next Gen 100 ETF in Q3 2024 and held it in 5 quarters.
  • Legacy Wealth Management (Idaho)'s Invesco NASDAQ Next Gen 100 ETF position peaked at $8.84K in Q4 2024.
  • 171 funds tracked by Wall St. Rank held Invesco NASDAQ Next Gen 100 ETF as of Q4 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2025, filed 3 Feb 2026.