Concurrent Investment Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 42,251 shares of QQQM stock, worth $10.4 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

42,251

Previous 22,337 89.15%

Holding current value

$10.4 Million

Previous $4.31 Billion 122.55%

% of portfolio

0.19%

Previous 0.1%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$171.4 - $227.1 $3.41 Million - $4.52 Million	19,914 Added 89.15%	42,251 $9.6 Billion
Q1 2025 Apr 29, 2025	BUY	$192.82 - $222.1 $635,149 - $731,597	3,294 Added 17.3%	22,337 $4.31 Billion
Q4 2024 Feb 03, 2025	BUY	$198.04 - $221.51 $2.14 Million - $2.4 Million	10,829 Added 131.84%	19,043 $4.01 Billion
Q3 2024 Oct 30, 2024	BUY	$178.94 - $207.0 $277,178 - $320,643	1,549 Added 23.24%	8,214 $1.65 Billion
Q2 2024 Jul 30, 2024	SELL	$170.63 - $199.67 $276,761 - $323,864	-1,622 Reduced 19.57%	6,665 $1.31 Billion
Q1 2024 May 07, 2024	BUY	$163.11 - $183.59 $1.13 Million - $1.27 Million	6,911 Added 502.25%	8,287 $1.51 Billion
Q4 2023 Apr 15, 2024	BUY	$141.26 - $169.35 $194,373 - $233,025	1,376 New	1,376 $232 Million

Others Institutions Holding QQQM

# of Institutions

1,061

Shares Held

103M

Call Options Held

1.02M

Put Options Held

662K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker QQQM
Sector ETFs
Industry ETFs

More about QQQM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Concurrent Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concurrent Investment Advisors, LLC with notifications on news.

Account

Concurrent Investment Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History