Concurrent Investment Advisors, LLC Indexiq Iq 50 Percent Hedged F Transaction History

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Indexiq Iq 50 Percent Hedged F stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 222,496 shares of HFXI stock, worth $6.69 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

222,496

Previous 215,430 3.28%

Holding current value

$6.69 Million

Previous $5.93 Billion 10.6%

% of portfolio

0.13%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$24.57 - $29.72 $173,611 - $210,001	7,066 Added 3.28%	222,496 $6.56 Billion
Q1 2025 Apr 29, 2025	BUY	$25.98 - $28.41 $443,452 - $484,930	17,069 Added 8.61%	215,430 $5.93 Billion
Q4 2024 Feb 03, 2025	BUY	$25.79 - $27.56 $232,187 - $248,122	9,003 Added 4.75%	198,361 $5.17 Billion
Q3 2024 Oct 30, 2024	BUY	$25.13 - $27.92 $93,433 - $103,806	3,718 Added 2.0%	189,358 $5.23 Billion
Q2 2024 Jul 30, 2024	BUY	$25.81 - $27.52 $960,777 - $1.02 Million	37,225 Added 25.08%	185,640 $4.96 Billion
Q1 2024 May 07, 2024	BUY	$24.41 - $26.89 $140,577 - $154,859	5,759 Added 4.04%	148,415 $3.98 Billion
Q4 2023 Apr 15, 2024	BUY	$22.06 - $24.92 $3.15 Million - $3.55 Million	142,656 New	142,656 $3.55 Billion

Others Institutions Holding HFXI

# of Institutions

Shares Held

32.2M

Call Options Held

Put Options Held

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About INDEXIQ IQ 50 PERCENT HEDGED F

Ticker HFXI
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Indexiq Iq 50 Percent Hedged F Transaction History