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Concurrent Investment Advisors’s ProShares Nasdaq-100 High Income ETF IQQQ Stock Holding History

Concurrent Investment Advisors’s Portfolio IQQQ Stock Details IQQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,000
Closed -$222K – 2067
2025
Q4 		$222K Hold
5,000
– – ﹤0.01% 1578
2025
Q3 		$220K Hold
5,000
– – ﹤0.01% 1301
2025
Q2 		$205K Buy
+5,000
New +$189K ﹤0.01% 1258

Other funds holding IQQQ

Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM

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

Concurrent Investment Advisors sold out of ProShares Nasdaq-100 High Income ETF (IQQQ) in Q1 2026, closing a stake of 5,000 shares — an estimated $222K sold.

Concurrent Investment Advisors first reported a position in IQQQ in Q2 2025 and held it in 3 quarters. The position peaked at $222K in Q4 2025. 59 funds tracked by Wall St. Rank hold IQQQ as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining ProShares Nasdaq-100 High Income ETF position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 5,000 ProShares Nasdaq-100 High Income ETF shares in Q1 2026, an estimated $222K.
  • Concurrent Investment Advisors first reported a position in ProShares Nasdaq-100 High Income ETF in Q2 2025 and held it in 3 quarters.
  • Concurrent Investment Advisors's ProShares Nasdaq-100 High Income ETF position peaked at $222K in Q4 2025.
  • 59 funds tracked by Wall St. Rank held ProShares Nasdaq-100 High Income ETF as of Q1 2026.

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