Concurrent Investment Advisors, LLC ETFs

Concurrent Investment Advisors, LLC

$5.17 Trillion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SGOL Abrdn Gold ETF Trust	$4.64B	$680 Million 0.01% of portfolio	21,552	Q2 2025 Added 80.32%
BNOV Innovator U.S. Equity Buffer E	$0	$675 Million 0.01% of portfolio	16,368	Q1 2025 Added 1.36%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$672 Million 0.01% of portfolio	60,368	Q2 2025 Added 9.55%
SIVR Abrdn Silver ETF Trust	$1.79B	$662 Million 0.01% of portfolio	19,241	Q2 2025 Reduced 1.71%
VYMI Vanguard Whitehall Fds Intl Hi	$0	$654 Million 0.01% of portfolio	8,169	Q2 2025 Added 40.48%
FXL First Tr Exchange Traded Fd Fi	$0	$654 Million 0.01% of portfolio	4,157	Q2 2025 Reduced 48.09%
XHYF Bondbloxx ETF Tr Usd High Yiel	$0	$652 Million 0.01% of portfolio	17,147	Q2 2025 New
XHYI Bondbloxx ETF Tr Usd High Yiel	$0	$651 Million 0.01% of portfolio	16,982	Q2 2025 New
HYD Vaneck High Yield Muni ETF	$0	$650 Million 0.01% of portfolio	12,955	Q2 2025 Added 28.52%
NFRA Flexshares Stoxx Global Broad	$0	$649 Million 0.01% of portfolio	10,495	Q2 2025 Added 66.46%
PWS Pacer Fds Tr Wealthshield ETF	$0	$645 Million 0.01% of portfolio	21,278	Q2 2025 Reduced 28.18%
SUB Ishares Short Term National Mu	$0	$645 Million 0.01% of portfolio	6,067	Q2 2025 Added 118.95%
IYH Ishares Tr	$0	$636 Million 0.01% of portfolio	11,267	Q2 2025 Reduced 26.09%
IYK Ishares U.S. Consumer Staples	$0	$627 Million 0.01% of portfolio	8,895	Q2 2025 Added 11.72%
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$625 Million 0.01% of portfolio	26,266	Q2 2025 Added 156.91%
MDIV First Trust Multi Asset Divers	$0	$616 Million 0.01% of portfolio	38,941	Q2 2025 Added 19.46%
SHYD Vaneck Short High Yield Muni E	$0	$613 Million 0.01% of portfolio	27,154	Q2 2025 Reduced 14.69%
ACWV Ishares Msci Global Min Vol Fa	$0	$612 Million 0.01% of portfolio	5,163	Q2 2025 New
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$609 Million 0.01% of portfolio	7,338	Q2 2025 Reduced 13.71%
VONV Vanguard Russell 1000 Value Et	$0	$593 Million 0.01% of portfolio	6,958	Q2 2025 Added 76.24%
MSOS Advisorshares Tr Pure Us Canna	$0	$590 Million 0.01% of portfolio	244,889	Q2 2025 Added 4.22%
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$588 Million 0.01% of portfolio	11,438	Q2 2025 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$585 Million 0.01% of portfolio	13,743	Q2 2025 Added 23.41%
ITB Ishares Tr	$0	$581 Million 0.01% of portfolio	6,232	Q2 2025 Reduced 13.49%
IAGG Ishares Tr Core Intl Aggregate	$0	$567 Million 0.01% of portfolio	11,101	Q2 2025 New
AOM Ishares Tr Core Moderate Alloc	$0	$563 Million 0.01% of portfolio	12,229	Q2 2025 New
SCHP Schwab Strategic Us Tips ETF	$0	$559 Million 0.01% of portfolio	20,967	Q2 2025 New
IGM Ishares Expanded Tech Sector E	$0	$557 Million 0.01% of portfolio	4,959	Q2 2025 Reduced 10.2%
XMHQ Invesco Exchange Traded Fd Tr	$0	$553 Million 0.01% of portfolio	5,629	Q2 2025 Reduced 1.63%
DDIV First Tr Exchnge Traded Fd Vi	$0	$547 Million 0.01% of portfolio	14,330	Q2 2025 New
IGF Ishares Global Infrastructure	$0	$547 Million 0.01% of portfolio	9,235	Q2 2025 Added 130.88%
IOO Ishares Tr Global 100 ETF	$0	$539 Million 0.01% of portfolio	5,001	Q2 2025 Reduced 6.92%
SFIG Wisdomtree U.S. Short Term Cor	$0	$528 Million 0.01% of portfolio	10,827	Q2 2025 Added 20.42%
EMXC Ishares Inc Msci Emerging Mkts	$0	$526 Million 0.01% of portfolio	8,324	Q2 2025 Reduced 30.15%
DBMF Litman Gregory Fds Tr Imgp Dbi	$0	$525 Million 0.01% of portfolio	20,387	Q2 2025 Added 46.69%
LDUR Pimco Enhanced Low Duration Ac	$0	$520 Million 0.01% of portfolio	5,423	Q2 2025 Added 34.8%
IBB Ishares Biotechnology ETF	$0	$506 Million 0.01% of portfolio	4,000	Q2 2025 Reduced 11.56%
IYY Ishares Tr	$0	$506 Million 0.01% of portfolio	3,354	Q2 2025 Reduced 3.12%
PCY Invesco Fd Tr Ii Emerging Mkts	$0	$502 Million 0.01% of portfolio	24,566	Q2 2025 Added 15.92%
IPAC Ishares Tr Ishares Core Msci P	$0	$500 Million 0.01% of portfolio	7,279	Q2 2025 New
TMFC Rbb Rf Inc Motley Fool 100 Ind	$0	$497 Million 0.01% of portfolio	7,700	Q2 2025 Added 5.18%
IWL Ishares Tr Russell 200 ETF	$0	$494 Million 0.01% of portfolio	3,226	Q2 2025 Added 45.32%
PTBD Pacer Fds Tr Trendpilot U S Bo	$0	$494 Million 0.01% of portfolio	24,995	Q1 2025 Reduced 2.39%
CORP Pimco Investment Grade Corp Bd	$0	$491 Million 0.01% of portfolio	5,043	Q2 2025 Added 22.7%
PPA Invesco Exchange Traded Fd Tr	$0	$490 Million 0.01% of portfolio	3,455	Q2 2025 Reduced 4.9%
EEMA Ishares Msci Emerging Markets	$0	$487 Million 0.01% of portfolio	5,895	Q2 2025 New
SCHC Schwab Strategic Tr Intl Small	$0	$474 Million 0.01% of portfolio	11,123	Q2 2025 Added 37.78%
XLRE Select Sector Spdr Tr Real Est	$0	$469 Million 0.01% of portfolio	11,314	Q2 2025 Reduced 10.07%
LVHD Franklin U.S. Low Volatility H	$0	$459 Million 0.01% of portfolio	11,513	Q2 2025 Added 72.43%
GSLC Goldman Sachs ETF Tr Activebet	$0	$454 Million 0.01% of portfolio	3,741	Q2 2025 Added 2.83%

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