CIA
DUNK

Concurrent Investment Advisors’s Dana Unconstrained Equity ETF DUNK Stock Holding History

Concurrent Investment Advisors’s Portfolio DUNK Stock Details DUNK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.33M Sell
131,140
-215
-0.2% -$5K 0.03% 553
2026
Q1 		$2.66M Sell
131,355
-80
-0.1% -$1.78K 0.03% 528
2025
Q4 		$3.23M Buy
+131,435
New +$3.31M 0.04% 432

Other funds holding DUNK

DIA
Dana Investment Advisors Waukesha, Wisconsin $3.84B AUM 38.84% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
P
&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HA
Huntleigh Advisors St. Louis, Missouri $714M AUM 62.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Concurrent Investment Advisors's DUNK Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Dana Unconstrained Equity ETF (DUNK) stake by 0.16% in Q2 2026, selling an estimated $5K and leaving 131,140 shares worth $3.33M. The position accounts for 0.03% of the portfolio, ranked #553.

Concurrent Investment Advisors first reported a position in DUNK in Q4 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold DUNK as of Q2 2026.

  • Concurrent Investment Advisors held 131,140 shares of Dana Unconstrained Equity ETF worth $3.33M as of Q2 2026.
  • Concurrent Investment Advisors sold 215 Dana Unconstrained Equity ETF shares in Q2 2026, an estimated $5K.
  • Dana Unconstrained Equity ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #553 holding.
  • Concurrent Investment Advisors first reported a position in Dana Unconstrained Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held Dana Unconstrained Equity ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.