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2023 Etf Series Trust shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of 2023 Etf Series Trust (PQUS) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in 2023 Etf Series Trust

Tip: Access up to 7 years of quarterly data

All positions including 2023 Etf Series Trust held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in 2023 Etf Series Trust by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $765k 27k 28.54

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation Call Option (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core Msci Eafe (IEFA)
Broadcom Call Option (AVGO)
Vanguard Index Fds Mrngstr Val Etf (VTV)
Vanguard Index Fds MRNGSTR TTL STK (VTI)
Alphabet Cap Stk Cl C (GOOG)
Micron Technology Put Option (MU)

View all positions for Concurrent Investment Advisors

Top funds holding 2023 Etf Series Trust

Banque Pictet & Cie Sa
Heritage Oak Wealth Advisors
Atria Investments
VisionPoint Advisory Group
SWMG
Legacy Wealth Partners
Fulcrum Equity Management
Hutchens & Kramer Investment Management Group
Concurrent Investment Advisors
Legacy Capital Wealth Partners
IFP Advisors
UBS Group

View all funds holding 2023 Etf Series Trust