Concurrent Investment Advisors’s Invesco NASDAQ 100 ETF QQQM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.6M Buy
2025
Q1
$4.31M Buy
2024
Q4
$4.01M Buy
2024
Q3
$1.65M Buy
2024
Q2
$1.31M Sell
2024
Q1
$1.51M Buy
2023
Q4
$232K Buy