CIA
LDRX

Concurrent Investment Advisors’s SGI Enhanced Market Leaders ETF LDRX Stock Holding History

Concurrent Investment Advisors’s Portfolio LDRX Stock Details LDRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.44M Buy
97,456
+50
+0.1% +$1.73K 0.03% 543
2026
Q1 		$2.99M Hold
97,406
– – 0.03% 486
2025
Q4 		$3.2M Buy
97,406
+270
+0.3% +$8.84K 0.04% 435
2025
Q3 		$3.1M Buy
97,136
+88
+0.1% +$2.69K 0.05% 347
2025
Q2 		$2.85M Buy
+97,048
New +$2.72M 0.06% 340

Other funds holding LDRX

SGI
Summit Global Investments Bountiful, Utah $1.83B AUM 22.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ICM
Intrepid Capital Management Jacksonville Beach, Florida $282M AUM 25.63% 1-Year Est. Return
SC
SouthState Corp Winter Haven, Florida $2.4B AUM 23.05% 1-Year Est. Return

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

Concurrent Investment Advisors increased its SGI Enhanced Market Leaders ETF (LDRX) stake by 0.05% in Q2 2026, buying an estimated $1.73K and bringing the position to 97,456 shares worth $3.44M. The position accounts for 0.03% of the portfolio, ranked #543.

Concurrent Investment Advisors first reported a position in LDRX in Q2 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold LDRX as of Q2 2026.

  • Concurrent Investment Advisors held 97,456 shares of SGI Enhanced Market Leaders ETF worth $3.44M as of Q2 2026.
  • Concurrent Investment Advisors bought 50 SGI Enhanced Market Leaders ETF shares in Q2 2026, an estimated $1.73K.
  • SGI Enhanced Market Leaders ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #543 holding.
  • Concurrent Investment Advisors first reported a position in SGI Enhanced Market Leaders ETF in Q2 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held SGI Enhanced Market Leaders ETF as of Q2 2026.

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