Concurrent Investment Advisors »

Ab Active Etfs shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Ab Active Etfs (TAFM) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Ab Active Etfs

Tip: Access up to 7 years of quarterly data

All positions including Ab Active Etfs 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 Ab Active Etfs by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 65k 25.42
2025-06-30 $1.3M 51k 24.92

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 Ab Active Etfs

Alliancebernstein
NorthRock Partners
LVW Advisors
LPL Financial
HighTower Advisors
FSM Wealth Advisors
Goldman Sachs Group
Branch Banking & Trust Company
Envestnet Asset Management
Americana Partners
Dynasty Wealth Management
Raymond James Financial
Ausdal Financial Partners
Advisory Resource Group
Jane Street

View all funds holding Ab Active Etfs