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
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 $3.35B AUM 29.65% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HA
Huntleigh Advisors St. Louis, Missouri $585M AUM 50.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

Concurrent Investment Advisors's DUNK Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Dana Unconstrained Equity ETF (DUNK) stake by 0.06% in Q1 2026, selling an estimated $1.78K and leaving 131,355 shares worth $2.66M. The position accounts for 0.03% of the portfolio, ranked #528.

Concurrent Investment Advisors first reported a position in DUNK in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.23M in Q4 2025. 12 funds tracked by Wall St. Rank hold DUNK as of Q1 2026.

  • Concurrent Investment Advisors held 131,355 shares of Dana Unconstrained Equity ETF worth $2.66M as of Q1 2026.
  • Concurrent Investment Advisors sold 80 Dana Unconstrained Equity ETF shares in Q1 2026, an estimated $1.78K.
  • Dana Unconstrained Equity ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q1 2026, its #528 holding.
  • Concurrent Investment Advisors first reported a position in Dana Unconstrained Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's Dana Unconstrained Equity ETF position peaked at $3.23M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Dana Unconstrained Equity ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.