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Concurrent Investment Advisors’s HCM Defender 100 Index ETF QQH Stock Holding History

Concurrent Investment Advisors’s Portfolio QQH Stock Details QQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$376K Buy
5,384
+9
+0.2% +$677 ﹤0.01% 1364
2025
Q4 		$416K Buy
+5,375
New +$419K ﹤0.01% 1233

Other funds holding QQH

HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCM
McKinney Capital Management Houston, Texas $116M AUM
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM

Concurrent Investment Advisors's QQH Position: Q1 2026 in Review

Concurrent Investment Advisors increased its HCM Defender 100 Index ETF (QQH) stake by 0.17% in Q1 2026, buying an estimated $677 and bringing the position to 5,384 shares worth $376K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Concurrent Investment Advisors first reported a position in QQH in Q4 2025 and has held it in 2 quarters since. The position peaked at $416K in Q4 2025. 54 funds tracked by Wall St. Rank hold QQH as of Q1 2026.

  • Concurrent Investment Advisors held 5,384 shares of HCM Defender 100 Index ETF worth $376K as of Q1 2026.
  • Concurrent Investment Advisors bought 9 HCM Defender 100 Index ETF shares in Q1 2026, an estimated $677.
  • HCM Defender 100 Index ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1364 holding.
  • Concurrent Investment Advisors first reported a position in HCM Defender 100 Index ETF in Q4 2025 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's HCM Defender 100 Index ETF position peaked at $416K in Q4 2025.
  • 54 funds tracked by Wall St. Rank held HCM Defender 100 Index ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.