LWPC
QQQM icon

Legacy Wealth Partners (Colorado)’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Legacy Wealth Partners (Colorado)’s Portfolio QQQM Stock Details QQQM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.29M Buy
+7,525
New +$2.21M 0.5% 42
2026
Q1 		– Sell
-3,884
Closed -$982K – 191
2025
Q4 		$982K Buy
+3,884
New +$981K 0.25% 67

Other funds holding QQQM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Japan Science & Technology Agency
Japan Science & Technology Agency Tokyo, Japan $5.51B AUM 3.11% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
EA
Enclave Advisors Austin, Texas $793M AUM 15.91% 1-Year Est. Return
IA
IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return
HI
Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return
GWSA
Global Wealth Strategies & Associates Denver, Colorado $546M AUM 14.96% 1-Year Est. Return

Legacy Wealth Partners (Colorado)'s QQQM Position: Q3 2026 in Review

Legacy Wealth Partners (Colorado) opened a new position in Invesco NASDAQ 100 ETF (QQQM) in Q3 2026: 7,525 shares worth $2.29M. The stake represents 0.5% of the portfolio and ranks #42 among its holdings. This is a return to the name: Legacy Wealth Partners (Colorado) previously reported a position in QQQM as recently as Q4 2025.

Legacy Wealth Partners (Colorado) first reported a position in QQQM in Q4 2025 and has held it in 2 quarters since. 221 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • Legacy Wealth Partners (Colorado) held 7,525 shares of Invesco NASDAQ 100 ETF worth $2.29M as of Q3 2026.
  • Invesco NASDAQ 100 ETF was a new Legacy Wealth Partners (Colorado) position in Q3 2026.
  • Invesco NASDAQ 100 ETF made up 0.5% of Legacy Wealth Partners (Colorado)'s portfolio in Q3 2026, its #42 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in Invesco NASDAQ 100 ETF in Q4 2025 and has held it in 2 quarters since.
  • 221 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q3 2026, filed 15 Oct 2026.