Concurrent Investment Advisors, LLC Sells in Q4 2025

Concurrent Investment Advisors, LLC

  • $8.78 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PDI
Pimco Dynamic Income Fund

Financial Services
-1.07K
- 5.71%
$18.04 - $19.91 $19.3K - $21.3K
17.7K $314M
EWMC
Invesco Exchange Traded Fd Tr

ETFs
-394
- 2.41%
N/A
16K $1.92B
WTV
Wisdomtree Tr Wisdomtree U.S.

ETFs
-2K
- 3.53%
$88.14 - $92.61 $177K - $186K
54.8K $5.11B
MDIV
First Trust Multi Asset Divers

ETFs
-3.2K
- 19.85%
$15.59 - $16.13 $49.9K - $51.6K
12.9K $203M
J P Morgan Exchange Traded F
-1.57K
- 4.59%
N/A
32.5K $2.16B
Schwab Strategic Tr
-1.96K
- 2.35%
N/A
81.3K $2.05B
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
-511
- 9.86%
$66.61 - $70.99 $34K - $36.3K
4.67K $300M
ANGO
Angiodynamics Inc

Healthcare
-7.84K
- 26.58%
$11.0 - $12.66 $86.3K - $99.3K
21.7K $278M
LVHD
Franklin U.S. Low Volatility H

ETFs
-818
- 9.42%
$39.46 - $41.42 $32.3K - $33.9K
7.87K $314M
KD
Kyndryl Holdings, Inc.

Technology
-485
- 5.51%
$25.59 - $30.63 $12.4K - $14.9K
8.32K $221M
EMHY
Ishares J.P. Morgan Em High Yi

ETFs
-1.16K
- 12.12%
$39.2 - $40.39 $45.5K - $46.9K
8.41K $339M
OHI
Omega Healthcare Investors Inc

Real Estate
-2.48K
- 7.51%
$39.41 - $44.12 $97.5K - $109K
30.5K $1.35B
EMLP
First Tr Exchange Traded Iv

ETFs
-662
- 2.11%
$37.38 - $38.54 $24.7K - $25.5K
30.7K $1.16B
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-4.68K
- 8.4%
$11.57 - $12.09 $54.2K - $56.6K
51.1K $614M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.54K
- 2.97%
$11.35 - $11.74 $17.5K - $18.1K
50.4K $567M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
-337
- 15.81%
$116.0 - $122.39 $39.1K - $41.2K
1.79K $217M
VPU
Vanguard Utilities ETF

ETFs
-91
- 2.17%
$190.8 - $202.04 $17.4K - $18.4K
4.1K $759M
IVT
Inven Trust Properties Corp.

Real Estate
-1.04K
- 9.94%
$27.24 - $28.92 $28.3K - $30.1K
9.43K $266M
SKYY
First Trust Cloud Computing Et

ETFs
-173
- 8.46%
$131.95 - $143.46 $22.8K - $24.8K
1.87K $243M
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
-2.36K
- 16.47%
$11.32 - $12.35 $26.7K - $29.1K
12K $148M
TROW
Price T Rowe Group Inc

Financial Services
-264
- 6.62%
$101.07 - $106.13 $26.7K - $28K
3.72K $381M
JQC
Nuveen Credit Strategies Income Fund

Financial Services
-4.43K
- 20.73%
$4.97 - $5.35 $22K - $23.7K
17K $85.1M
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-300
- 9.98%
$88.71 - $91.39 $26.6K - $27.4K
2.71K $246M
UNM
Unum Group

Financial Services
-258
- 1.01%
$72.93 - $79.42 $18.8K - $20.5K
25.3K $1.96B
CBOE
Cboe Global Markets, Inc.

Financial Services
-138
- 9.6%
$232.68 - $260.88 $32.1K - $36K
1.3K $326M
Flaherty & Crumrine Dynamic
-23
- 0.08%
N/A
30.2K $628M
Richtech Robotics Inc
-2.21K
- 14.2%
N/A
13.3K $43.1M
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-876
- 7.86%
N/A
10.3K $358M
Gsk PLC
-2.91K
- 13.88%
N/A
18K $885M
JFR
Nuveen Floating Rate Income Fund

Financial Services
-625
- 1.56%
$7.77 - $8.15 $4.86K - $5.09K
39.5K $310M
PWS
Pacer Fds Tr Wealthshield ETF

ETFs
-675
- 3.27%
$31.85 - $33.68 $21.5K - $22.7K
20K $646M
VDC
Vanguard Consumer Staples ETF

ETFs
-32
- 0.7%
$206.7 - $217.75 $6.61K - $6.97K
4.56K $963M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-162
- 5.72%
$110.02 - $115.23 $17.8K - $18.7K
2.67K $304M
TDOC
Teladoc Health, Inc.

Healthcare
-1.26K
- 10.3%
$6.92 - $9.46 $8.68K - $11.9K
10.9K $76.5M
VKQ
Invesco Municipal Trust

Financial Services
-1.83K
- 4.35%
$9.57 - $9.78 $17.5K - $17.9K
40.2K $388M
VLY
Valley National Bancorp

Financial Services
-3.37K
- 16.75%
$9.72 - $11.19 $32.8K - $37.7K
16.8K $196M
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
-242
- 2.33%
$24.31 - $25.21 $5.88K - $6.1K
10.1K $240M
VDE
Vanguard Energy ETF

ETFs
-150
- 0.6%
$120.37 - $129.34 $18.1K - $19.4K
24.7K $3.11B
DIAL
Columbia ETF Tr I Diversified

ETFs
-863
- 5.89%
$18.31 - $18.56 $15.8K - $16K
13.8K $253M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
-685
- 4.52%
$46.07 - $46.84 $31.6K - $32.1K
14.5K $686M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-608
- 2.0%
$25.17 - $25.38 $15.3K - $15.4K
29.8K $750M
DNP
Dnp Select Income Fund Inc

Financial Services
-1.42K
- 1.94%
$9.93 - $10.23 $14.1K - $14.5K
71.9K $718M
HYD
Vaneck High Yield Muni ETF

ETFs
-344
- 3.0%
$50.62 - $51.21 $17.4K - $17.6K
11.1K $568M
Tcw ETF Trust
-331
- 3.6%
N/A
8.87K $351M
TIP
Ishares Tr Tips Bd ETF

ETFs
-59
- 0.99%
$110.58 - $112.2 $6.52K - $6.62K
5.92K $650M
OGS
One Gas, Inc.

Utilities
-4
- 0.11%
$79.33 - $83.18 $317 - $333
3.66K $283M
VGM
Invesco Trust For Investment Grade Municipals

Financial Services
-1.63K
- 12.72%
$10.02 - $10.27 $16.3K - $16.7K
11.2K $116M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-240
- 3.92%
$50.59 - $50.93 $12.1K - $12.2K
5.89K $298M
Tidal Trust Ii
-68
- 0.57%
N/A
11.8K $207M
Activity Summary
Buys All Purchases 1456 New Holdings 348 Increased Positions 1108 Sells All Sells 203 Reductions 203 Sold out 0 Options Calls 42 Puts 7
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