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Global X Fds nasdaq 100 cover shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Global X Fds nasdaq 100 cover (QYLD) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Global X Fds nasdaq 100 cover

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds nasdaq 100 cover held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds nasdaq 100 cover by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.2M 177k 18.04
2024-06-30 $2.9M 163k 17.67
2024-03-31 $2.7M 152k 17.91
2023-12-31 $2.0M 115k 17.34

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Global X Fds nasdaq 100 cover

LPL Financial
Morgan Stanley
HighTower Advisors
Bank of America Corporation
Wells Fargo & Company
Global X Japan
CWM
Raymond James Financial Services Advisors
Advisor Group Holdings
Royal Bank of Canada
Raymond James & Associates
Cetera Investment Advisers
Brookstone Capital Management
Cambridge Investment Research Advisors
Principal Securities

View all funds holding Global X Fds nasdaq 100 cover