Concurrent Investment Advisors’s Defiance Daily Target 2x Long MSTR ETF MSTX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$113K	Buy	+15,218	New	+$383K	﹤0.01%	2017
2026 Q1	–	Sell	-5,311	Closed	-$204K	–	2072
2025 Q4	$204K	Buy	+5,311	New	+$577K	﹤0.01%	1628

Other funds holding MSTX

StoneX Group New York $2.48B AUM 33.54% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

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

Concurrent Investment Advisors opened a new position in Defiance Daily Target 2x Long MSTR ETF (MSTX) in Q2 2026: 15,218 shares worth $113K. The stake represents ﹤0.01% of the portfolio and ranks #2017 among its holdings. This is a return to the name: Concurrent Investment Advisors previously reported a position in MSTX as recently as Q4 2025.

Concurrent Investment Advisors first reported a position in MSTX in Q4 2025 and has held it in 2 quarters since. The position peaked at $204K in Q4 2025. 22 funds tracked by Wall St. Rank hold MSTX as of Q2 2026.

Concurrent Investment Advisors held 15,218 shares of Defiance Daily Target 2x Long MSTR ETF worth $113K as of Q2 2026.
Defiance Daily Target 2x Long MSTR ETF was a new Concurrent Investment Advisors position in Q2 2026.
Defiance Daily Target 2x Long MSTR ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #2017 holding.
Concurrent Investment Advisors first reported a position in Defiance Daily Target 2x Long MSTR ETF in Q4 2025 and has held it in 2 quarters since.
Concurrent Investment Advisors's Defiance Daily Target 2x Long MSTR ETF position peaked at $204K in Q4 2025.
22 funds tracked by Wall St. Rank held Defiance Daily Target 2x Long MSTR ETF as of Q2 2026.

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