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Concurrent Investment Advisors’s CP High Yield Trend ETF HYTR Stock Holding History

Concurrent Investment Advisors’s Portfolio HYTR Stock Details HYTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.19M Buy
196,271
+167
+0.1% +$3.58K 0.04% 482
2026
Q1 		$4.18M Sell
196,104
-2,197
-1% -$47.7K 0.05% 399
2025
Q4 		$4.31M Buy
+198,301
New +$4.32M 0.05% 362

Other funds holding HYTR

AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 31.82% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

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

Concurrent Investment Advisors increased its CP High Yield Trend ETF (HYTR) stake by 0.09% in Q2 2026, buying an estimated $3.58K and bringing the position to 196,271 shares worth $4.19M. The position accounts for 0.04% of the portfolio, ranked #482.

Concurrent Investment Advisors first reported a position in HYTR in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.31M in Q4 2025. 5 funds tracked by Wall St. Rank hold HYTR as of Q2 2026.

  • Concurrent Investment Advisors held 196,271 shares of CP High Yield Trend ETF worth $4.19M as of Q2 2026.
  • Concurrent Investment Advisors bought 167 CP High Yield Trend ETF shares in Q2 2026, an estimated $3.58K.
  • CP High Yield Trend ETF made up 0.04% of Concurrent Investment Advisors's portfolio in Q2 2026, its #482 holding.
  • Concurrent Investment Advisors first reported a position in CP High Yield Trend ETF in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's CP High Yield Trend ETF position peaked at $4.31M in Q4 2025.
  • 5 funds tracked by Wall St. Rank held CP High Yield Trend ETF as of Q2 2026.

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