Concurrent Investment Advisors, LLC Invesco Qqq Trust, Series 1 Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025

A detailed history of Concurrent Investment Advisors, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 156,354 shares of QQQ stock, worth $89.8 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
156,354
Previous 120,047 30.24%
Holding current value
$89.8 Million
Previous $56.3 Billion 53.22%
% of portfolio
1.67%
Previous 1.37%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
$416.06 - $551.64 $15.1 Million - $20 Million
36,307 Added 30.24%
156,354 $86.3 Billion
Q1 2025

Apr 29, 2025
SELL
$468.34 - $539.52 $6.11 Million - $7.04 Million
-13,044 Reduced 9.8%
120,047 $56.3 Billion
Q4 2024

Feb 03, 2025
BUY
$481.22 - $538.17 $7.93 Million - $8.87 Million
16,478 Added 14.13%
133,091 $68 Billion
Q3 2024

Oct 30, 2024
BUY
$434.77 - $502.96 $5.96 Million - $6.9 Million
13,717 Added 13.33%
116,613 $56.9 Billion
Q2 2024

Jul 30, 2024
BUY
$414.65 - $485.21 $1.8 Million - $2.11 Million
4,347 Added 4.41%
102,896 $49.3 Billion
Q1 2024

May 07, 2024
BUY
$396.28 - $446.38 $1.16 Million - $1.3 Million
2,921 Added 3.05%
98,549 $43.8 Billion
Q4 2023

Apr 15, 2024
BUY
$343.66 - $411.5 $32.9 Million - $39.4 Million
95,628 New
95,628 $39.2 Billion

Others Institutions Holding QQQ

# of Institutions
4,057
Shares Held
317M
Call Options Held
205M
Put Options Held
353M
View Full List

About INVESCO QQQ TRUST, SERIES 1

QQQ Quotes by TradingView
  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
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