Concurrent Investment Advisors »

Rdiv etf shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Rdiv etf (RDIV) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Rdiv etf

Tip: Access up to 7 years of quarterly data

All positions including Rdiv etf held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Rdiv etf by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $748k 14k 52.12
2025-06-30 $695k 15k 47.85

More positions owned by Concurrent Investment Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Active Bd Etf (BOND)
Broadcom (AVGO)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Concurrent Investment Advisors

Top funds holding Rdiv etf

Morgan Stanley
Heartwood Wealth Advisors
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Raymond James Financial
Advisor Group Holdings
Private Advisor
Rockefeller Capital Management
Northwestern Mutual Wealth Management Company
Wealth Enhancement Advisory Services
BancorpSouth Bank
UBS Group
Cetera Investment Advisers
Commonwealth Equity Services

View all funds holding Rdiv etf