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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PA
Paragon Advisors College Station, Texas $476M AUM 31.93% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Invesco NASDAQ 100 ETF (QQQM) stake by 10% in Q2 2026, buying an estimated $3.42M and bringing the position to 133,370 shares worth $40.4M. The position accounts for 0.34% of the portfolio, ranked #55.

Concurrent Investment Advisors first reported a position in QQQM in Q4 2023 and has held it in 11 quarters since. 739 funds tracked by Wall St. Rank hold QQQM as of Q2 2026.

  • Concurrent Investment Advisors held 133,370 shares of Invesco NASDAQ 100 ETF worth $40.4M as of Q2 2026.
  • Concurrent Investment Advisors bought 12,075 Invesco NASDAQ 100 ETF shares in Q2 2026, an estimated $3.42M.
  • Invesco NASDAQ 100 ETF made up 0.34% of Concurrent Investment Advisors's portfolio in Q2 2026, its #55 holding.
  • Concurrent Investment Advisors first reported a position in Invesco NASDAQ 100 ETF in Q4 2023 and has held it in 11 quarters since.
  • 739 funds tracked by Wall St. Rank held Invesco NASDAQ 100 ETF as of Q2 2026.

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