CIA
QQQT

Concurrent Investment Advisors’s Defiance Nasdaq 100 Income Target ETF QQQT Stock Holding History

Concurrent Investment Advisors’s Portfolio QQQT Stock Details QQQT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,699
Closed -$204K – 2074
2025
Q4 		$204K Hold
11,699
– – ﹤0.01% 1630
2025
Q3 		$217K Buy
+11,699
New +$212K ﹤0.01% 1315

Other funds holding QQQT

ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Concurrent Investment Advisors sold out of Defiance Nasdaq 100 Income Target ETF (QQQT) in Q1 2026, closing a stake of 11,699 shares — an estimated $204K sold.

Concurrent Investment Advisors first reported a position in QQQT in Q3 2025 and held it in 2 quarters. The position peaked at $217K in Q3 2025. 6 funds tracked by Wall St. Rank hold QQQT as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining Defiance Nasdaq 100 Income Target ETF position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 11,699 Defiance Nasdaq 100 Income Target ETF shares in Q1 2026, an estimated $204K.
  • Concurrent Investment Advisors first reported a position in Defiance Nasdaq 100 Income Target ETF in Q3 2025 and held it in 2 quarters.
  • Concurrent Investment Advisors's Defiance Nasdaq 100 Income Target ETF position peaked at $217K in Q3 2025.
  • 6 funds tracked by Wall St. Rank held Defiance Nasdaq 100 Income Target ETF as of Q1 2026.

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