Concurrent Investment Advisors
QQQM icon

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

Concurrent Investment Advisors’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 		$1.46M Hold
4,800
– – 0.01% 959
2026
Q2 		$1.45M Buy
4,800
+500
+12% +$142K 0.01% 836
2026
Q1 		$1.02M Sell
4,300
-4,300
-50% -$1.08M 0.01% 868
2025
Q4 		$2.18M Buy
8,600
+4,300
+100% +$1.09M 0.02% 544
2025
Q3 		$1.06M Buy
+4,300
New +$1.01M 0.02% 636

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
CPG
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FRA
Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 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

Concurrent Investment Advisors's QQQM Position: Q3 2026 in Review

Concurrent Investment Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 40% in Q3 2026, buying an estimated $15.8M and bringing the position to 187,102 shares worth $57M. The position accounts for 0.39% of the portfolio, ranked #40.

Concurrent Investment Advisors first reported a position in QQQM in Q4 2023 and has held it in 12 quarters since. 245 funds tracked by Wall St. Rank hold QQQM as of Q3 2026.

  • Concurrent Investment Advisors held 187,102 shares of Invesco NASDAQ 100 ETF worth $57M as of Q3 2026.
  • Concurrent Investment Advisors bought 53,732 Invesco NASDAQ 100 ETF shares in Q3 2026, an estimated $15.8M.
  • Invesco NASDAQ 100 ETF made up 0.39% of Concurrent Investment Advisors's portfolio in Q3 2026, its #40 holding.
  • Concurrent Investment Advisors first reported a position in Invesco NASDAQ 100 ETF in Q4 2023 and has held it in 12 quarters since.
  • 245 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.