Back to BTX
Concurrent Investment Advisors, LLC → BTX
Concurrent Investment Advisors, LLC BTX Position History
BlackRock Innovation and Growth Term Trust • Financial Services
Quarters held
5
Latest value
$437K
Q3 2026
Peak value
$454K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $385K |
| Q4 2025 | $120K |
| Q1 2026 | $339K |
| Q2 2026 | $454K |
| Q3 2026 | $437K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $437K | 48.7K | — | — |
| Q2 2026 | $454K | 50.2K | — | — |
| Q1 2026 | $339K | 51.4K | — | — |
| Q4 2025 | $120K | 18.2K | — | — |
| Q3 2025 | $385K | 57.4K | — | — |
Other funds holding BTX
$50.3M
$38.1M
$35.8M
$24.8M
$23.2M
$21.6M
$21.1M
$12.5M