Concurrent Investment Advisors’s T-Rex 2X Long MSTR Daily Target ETF MSTU Stock Holding History

Concurrent Investment Advisors’s Portfolio MSTU Stock Details MSTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$97.9K	Buy	+60,457	New	+$331K	﹤0.01%	2026

Other funds holding MSTU

Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Correct Capital Wealth Management Clayton, Missouri $580M AUM 16.45% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

United Advisor Group Cincinnati, Ohio $948M AUM 25.89% 1-Year Est. Return

Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

Concurrent Investment Advisors opened a new position in T-Rex 2X Long MSTR Daily Target ETF (MSTU) in Q2 2026: 60,457 shares worth $97.9K. The stake represents ﹤0.01% of the portfolio and ranks #2026 among its holdings.

16 funds tracked by Wall St. Rank hold MSTU as of Q2 2026.

Concurrent Investment Advisors held 60,457 shares of T-Rex 2X Long MSTR Daily Target ETF worth $97.9K as of Q2 2026.
T-Rex 2X Long MSTR Daily Target ETF was a new Concurrent Investment Advisors position in Q2 2026.
T-Rex 2X Long MSTR Daily Target ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2026 holding.
16 funds tracked by Wall St. Rank held T-Rex 2X Long MSTR Daily Target ETF as of Q2 2026.

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