Concurrent Investment Advisors’s Invesco NASDAQ Free Cash Flow Achievers ETF QOWZ Stock Holding History

Concurrent Investment Advisors’s Portfolio QOWZ Stock Details QOWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$206K	Buy	+6,068	New	+$203K	﹤0.01%	1927
2026 Q1	–	Sell	-7,672	Closed	-$275K	–	2028
2025 Q4	$275K	Buy	+7,672	New	+$277K	﹤0.01%	1455
2025 Q3	–	Sell	-16,862	Closed	-$599K	–	1579
2025 Q2	$599K	Sell	16,862 -404	-2%	-$13.2K	0.01%	778
2025 Q1	$540K	Sell	17,266 -81	-0.5%	-$2.71K	0.01%	729
2024 Q4	$581K	Buy	+17,347	New	+$584K	0.02%	632

Other funds holding QOWZ

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Schiavi & Co Wilmington, Delaware $378M AUM 16.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Concurrent Investment Advisors's QOWZ Position: Q2 2026 in Review

Concurrent Investment Advisors opened a new position in Invesco NASDAQ Free Cash Flow Achievers ETF (QOWZ) in Q2 2026: 6,068 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1927 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in QOWZ as recently as Q4 2025.

Concurrent Investment Advisors first reported a position in QOWZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $599K in Q2 2025. 7 funds tracked by Wall St. Rank hold QOWZ as of Q2 2026.

Concurrent Investment Advisors held 6,068 shares of Invesco NASDAQ Free Cash Flow Achievers ETF worth $206K as of Q2 2026.
Invesco NASDAQ Free Cash Flow Achievers ETF was a new Concurrent Investment Advisors position in Q2 2026.
Invesco NASDAQ Free Cash Flow Achievers ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1927 holding.
Concurrent Investment Advisors first reported a position in Invesco NASDAQ Free Cash Flow Achievers ETF in Q4 2024 and has held it in 5 quarters since.
Concurrent Investment Advisors's Invesco NASDAQ Free Cash Flow Achievers ETF position peaked at $599K in Q2 2025.
7 funds tracked by Wall St. Rank held Invesco NASDAQ Free Cash Flow Achievers ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.