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Concurrent Investment Advisors’s VanEck Durable High Dividend ETF DURA Stock Holding History

Concurrent Investment Advisors’s Portfolio DURA Stock Details DURA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$263K Hold
7,084
– – ﹤0.01% 1775
2026
Q1 		$265K Hold
7,084
– – ﹤0.01% 1579
2025
Q4 		$239K Buy
+7,084
New +$238K ﹤0.01% 1531

Other funds holding DURA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PWP
Pursue Wealth Partners Clayton, California $179M AUM 33.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Concurrent Investment Advisors held its VanEck Durable High Dividend ETF (DURA) position steady in Q2 2026 at 7,084 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1775.

Concurrent Investment Advisors first reported a position in DURA in Q4 2025 and has held it in 3 quarters since. The position peaked at $265K in Q1 2026. 21 funds tracked by Wall St. Rank hold DURA as of Q2 2026.

  • Concurrent Investment Advisors held 7,084 shares of VanEck Durable High Dividend ETF worth $263K as of Q2 2026.
  • Concurrent Investment Advisors left its VanEck Durable High Dividend ETF share count unchanged in Q2 2026.
  • VanEck Durable High Dividend ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1775 holding.
  • Concurrent Investment Advisors first reported a position in VanEck Durable High Dividend ETF in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's VanEck Durable High Dividend ETF position peaked at $265K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held VanEck Durable High Dividend ETF as of Q2 2026.

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