CIA
JULP

Concurrent Investment Advisors’s PGIM US Large-Cap Buffer 12 ETF - July JULP Stock Holding History

Concurrent Investment Advisors’s Portfolio JULP Stock Details JULP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.99M Sell
103,702
-8,797
-8% -$253K 0.06% 326
2025
Q1 		$2.98M Sell
112,499
-10,534
-9% -$279K 0.07% 281
2024
Q4 		$3.34M Buy
123,033
+857
+0.7% +$23.2K 0.09% 221
2024
Q3 		$3.25M Buy
+122,176
New +$3.25M 0.1% 217