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
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
-446
- 4.1%
$44.19 - $46.84 $19.7K - $20.9K
10.4K $482M
VAW
Vanguard Materials ETF

ETFs
-120
- 2.6%
$192.26 - $206.3 $23.1K - $24.8K
4.49K $932M
ERC
Allspring Multi Sector Income Fund

Financial Services
-429
- 1.48%
$9.3 - $9.73 $3.99K - $4.17K
28.6K $266M
BNOV
Innovator U.S. Equity Buffer E

ETFs
-603
- 3.76%
$43.16 - $44.58 $26K - $26.9K
15.4K $687M
RWT
Redwood Trust Inc

Real Estate
-82
- 0.2%
$5.12 - $5.91 $420 - $485
41.4K $229M
IMTB
Ishares Tr

ETFs
-236
- 3.5%
$44.03 - $44.68 $10.4K - $10.5K
6.51K $288M
IYC
Ishares U.S. Consumer Discreti

ETFs
-6
- 0.11%
$100.77 - $104.82 $605 - $629
5.22K $538M
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
-8K
- 10.51%
$3.05 - $4.27 $24.4K - $34.2K
68.1K $239M
YYY
Amplify ETF Tr High Income ETF

ETFs
-354
- 2.31%
$11.53 - $11.91 $4.08K - $4.22K
15K $173M
DVYE
Ishares Emerging Markets Divid

ETFs
-1.3K
- 5.99%
$28.63 - $31.75 $37.2K - $41.3K
20.4K $636M
FCBC
First Community Bankshares Inc

Financial Services
-40
- 0.63%
$32.05 - $34.45 $1.28K - $1.38K
6.31K $213M
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
-200
- 1.15%
$9.88 - $10.22 $1.98K - $2.04K
17.2K $170M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
-90
- 0.63%
$49.98 - $53.0 $4.5K - $4.77K
14.3K $742M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
-180
- 2.93%
$37.64 - $39.11 $6.78K - $7.04K
5.96K $232M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-238
- 3.4%
$38.95 - $39.72 $9.27K - $9.45K
6.77K $270M
FCT
First Trust Senior Floating Rate Income Fund Ii

Financial Services
-500
- 3.94%
$9.52 - $9.93 $4.76K - $4.97K
12.2K $123M
SYM
Symbotic Inc.

Financial Services
-645
- 10.44%
$58.1 - $81.83 $37.5K - $52.8K
5.53K $329M
ZTR
Virtus Total Return Fund Inc.

Financial
-42
- 0.35%
$6.42 - $6.64 $270 - $279
12.1K $75.9M
IYY
Ishares Tr

ETFs
-68
- 2.07%
$159.3 - $167.44 $10.8K - $11.4K
3.21K $533M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-763
- 2.72%
$12.23 - $12.72 $9.33K - $9.71K
27.3K $345M
CHY
Calamos Convertible & High Income Fund

Financial Services
-113
- 0.51%
$11.21 - $11.73 $1.27K - $1.33K
22.2K $251M
BSEP
Innovator U.S. Equity Buffer E

ETFs
-270
- 1.77%
$47.64 - $48.98 $12.9K - $13.2K
15K $740M
CION
Cion Investment Corp

Financial Services
-740
- 1.62%
$9.04 - $10.16 $6.69K - $7.52K
45.1K $436M
CINF
Cincinnati Financial Corp

Financial Services
-83
- 2.87%
$151.39 - $166.89 $12.6K - $13.9K
2.81K $459M
OBNK
Origin Bancorp, Inc.

Financial Services
-471
- 7.52%
N/A
5.79K $218M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-306
- 9.82%
$132.29 - $144.78 $40.5K - $44.3K
2.81K $441M
FSLY
Fastly, Inc.

Technology
-7.2K
- 15.59%
$7.86 - $11.99 $56.6K - $86.3K
39K $397M
VFF
Village Farms International, Inc.

Consumer Defensive
-10.9K
- 12.82%
$2.83 - $3.73 $30.9K - $40.7K
74.2K $271M
ABNB
Airbnb, Inc.

Consumer Cyclical
-665
- 9.88%
$117.6 - $129.07 $78.2K - $85.8K
6.07K $823M
PSEP
Innovator U.S. Equity Power Bu
-330
- 1.22%
N/A
26.6K $1.16B
Proshares Tr
-29
- 0.18%
N/A
16K $730M
EVT
Eaton Vance Tax Advantaged Dividend Income Fund

Financial Services
-53
- 0.43%
$24.01 - $24.68 $1.27K - $1.31K
12.1K $306M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-25
- 0.19%
$38.66 - $39.15 $966 - $979
13.2K $523M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
-523
- 4.21%
$37.75 - $40.37 $19.7K - $21.1K
11.9K $494M
Fidelity Covington Trust
-78
- 0.51%
N/A
15.3K $585M
VOD
Vodafone Group Public LTD CO

Communication Services
-340
- 3.26%
$11.17 - $12.67 $3.8K - $4.31K
10.1K $133M
FTQI
First Trust ETF Vi First Trust

ETFs
-239
- 0.24%
$20.45 - $21.07 $4.89K - $5.04K
98.2K $2.04B
PFEB
Innovator U.S. Equity Power Bu

ETFs
-60
- 0.32%
$39.3 - $40.12 $2.36K - $2.41K
18.8K $767M
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
-6.17K
- 20.75%
$12.5 - $18.02 $77.1K - $111K
23.6K $464M
PAUG
Innovator U.S. Equity Power Bu

ETFs
-2.01K
- 1.33%
$42.06 - $42.92 $84.6K - $86.3K
149K $6.45B
EPI
Wisdomtree Tr India Earnings F

ETFs
-94
- 0.38%
$44.37 - $46.96 $4.17K - $4.41K
24.4K $1.13B
PR
Permian Resources Corporation

Energy
-498
- 1.01%
$12.13 - $13.63 $6.04K - $6.79K
48.7K $683M
AAL
American Airlines Group Inc.

Industrials
-1.22K
- 6.85%
N/A
16.5K $254M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-279
- 0.12%
$37.81 - $39.2 $10.5K - $10.9K
236K $9.25B
IYZ
Ishares Tr Us Telecommunicatio

ETFs
-186
- 0.35%
$31.9 - $33.19 $5.93K - $6.17K
52.9K $1.79B
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.52K
- 0.67%
$16.88 - $17.5 $25.6K - $26.5K
224K $3.96B
Intuitive Machines Inc
-513
- 2.08%
N/A
24.1K $392M
ALB
Albemarle Corp

Basic Materials
-1.62K
- 26.27%
$84.47 - $115.14 $137K - $187K
4.55K $643M
AVDE
American Centy ETF Tr Avantis

ETFs
-2K
- 2.08%
$77.65 - $81.2 $155K - $162K
94.2K $7.76B
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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