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Concurrent Investment Advisors’s BlackRock US Industry Rotation ETF INRO Stock Holding History

Concurrent Investment Advisors’s Portfolio INRO Stock Details INRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.91M Buy
94,946
+83,396
+722% +$2.67M 0.03% 494
2025
Q4 		$372K Buy
+11,550
New +$369K ﹤0.01% 1283

Other funds holding INRO

SP
Stonebrook Private Northville, Michigan $470M AUM 21.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EL
EQ LLC Bellevue, Washington $355M AUM 20.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
IW
Imprint Wealth Mount Pleasant, South Carolina $21.9M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Concurrent Investment Advisors increased its BlackRock US Industry Rotation ETF (INRO) stake by 722% in Q1 2026, buying an estimated $2.67M and bringing the position to 94,946 shares worth $2.91M. The position accounts for 0.03% of the portfolio, ranked #494.

Concurrent Investment Advisors first reported a position in INRO in Q4 2025 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold INRO as of Q1 2026.

  • Concurrent Investment Advisors held 94,946 shares of BlackRock US Industry Rotation ETF worth $2.91M as of Q1 2026.
  • Concurrent Investment Advisors bought 83,396 BlackRock US Industry Rotation ETF shares in Q1 2026, an estimated $2.67M.
  • BlackRock US Industry Rotation ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q1 2026, its #494 holding.
  • Concurrent Investment Advisors first reported a position in BlackRock US Industry Rotation ETF in Q4 2025 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held BlackRock US Industry Rotation ETF as of Q1 2026.

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