CIA
HIPS icon

Concurrent Investment Advisors’s GraniteShares HIPS US High Income ETF HIPS Stock Holding History

Concurrent Investment Advisors’s Portfolio HIPS Stock Details HIPS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-21,254
Closed -$270K – 1429
2025
Q1 		$270K Buy
+21,254
New +$276K 0.01% 980

Other funds holding HIPS

SI
SimpliFi Inc San Diego, California $253M AUM 11.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
CFA
Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Concurrent Investment Advisors's HIPS Position: Q2 2025 in Review

Concurrent Investment Advisors sold out of GraniteShares HIPS US High Income ETF (HIPS) in Q2 2025, closing a stake of 21,254 shares — an estimated $270K sold.

Concurrent Investment Advisors first reported a position in HIPS in Q1 2025 and held it in 1 quarter. The position peaked at $270K in Q1 2025. 34 funds tracked by Wall St. Rank hold HIPS as of Q2 2025.

  • Concurrent Investment Advisors reported no remaining GraniteShares HIPS US High Income ETF position as of Q2 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 21,254 GraniteShares HIPS US High Income ETF shares in Q2 2025, an estimated $270K.
  • Concurrent Investment Advisors first reported a position in GraniteShares HIPS US High Income ETF in Q1 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's GraniteShares HIPS US High Income ETF position peaked at $270K in Q1 2025.
  • 34 funds tracked by Wall St. Rank held GraniteShares HIPS US High Income ETF as of Q2 2025.

Based on Concurrent Investment Advisors's 13F filing for Q2 2025, filed 25 Jul 2025.