Concurrent Investment Advisors’s Freedom 100 Emerging Markets ETF FRDM Stock Holding History

Concurrent Investment Advisors’s Portfolio FRDM Stock Details FRDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$14.2M	Buy	+203,206	New	+$13.9M	0.1%	214

Other funds holding FRDM

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Mainstay Capital Management Grand Blanc, Michigan $1.13B AUM 33.77% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ellevest Inc New York $860M AUM 23.52% 1-Year Est. Return

Willis Johnson & Associates Houston, Texas $1.82B AUM 12.86% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.29% 1-Year Est. Return

Concurrent Investment Advisors's FRDM Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in Freedom 100 Emerging Markets ETF (FRDM) in Q3 2026: 203,206 shares worth $14.2M. The stake represents 0.1% of the portfolio and ranks #214 among its holdings.

213 funds tracked by Wall St. Rank hold FRDM as of Q3 2026.

Concurrent Investment Advisors held 203,206 shares of Freedom 100 Emerging Markets ETF worth $14.2M as of Q3 2026.
Freedom 100 Emerging Markets ETF was a new Concurrent Investment Advisors position in Q3 2026.
Freedom 100 Emerging Markets ETF made up 0.1% of Concurrent Investment Advisors's portfolio in Q3 2026, its #214 holding.
213 funds tracked by Wall St. Rank held Freedom 100 Emerging Markets ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.