CIA
NEWZ

Concurrent Investment Advisors’s StockSnips AI-Powered Sentiment US All Cap ETF NEWZ Stock Holding History

Concurrent Investment Advisors’s Portfolio NEWZ Stock Details NEWZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,316
Closed -$238K – 1861
2025
Q3 		$238K Sell
8,316
-4,385
-35% -$124K ﹤0.01% 1263
2025
Q2 		$361K Buy
12,701
+19
+0.1% +$517 0.01% 978
2025
Q1 		$344K Buy
+12,682
New +$363K 0.01% 868

Other funds holding NEWZ

KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
PWM
Pursuit Wealth Management Palm Beach Gardens, Florida $116M AUM
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

Concurrent Investment Advisors's NEWZ Position: Q4 2025 in Review

Concurrent Investment Advisors sold out of StockSnips AI-Powered Sentiment US All Cap ETF (NEWZ) in Q4 2025, closing a stake of 8,316 shares — an estimated $238K sold.

Concurrent Investment Advisors first reported a position in NEWZ in Q1 2025 and held it in 3 quarters. The position peaked at $361K in Q2 2025. 8 funds tracked by Wall St. Rank hold NEWZ as of Q4 2025.

  • Concurrent Investment Advisors reported no remaining StockSnips AI-Powered Sentiment US All Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 8,316 StockSnips AI-Powered Sentiment US All Cap ETF shares in Q4 2025, an estimated $238K.
  • Concurrent Investment Advisors first reported a position in StockSnips AI-Powered Sentiment US All Cap ETF in Q1 2025 and held it in 3 quarters.
  • Concurrent Investment Advisors's StockSnips AI-Powered Sentiment US All Cap ETF position peaked at $361K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held StockSnips AI-Powered Sentiment US All Cap ETF as of Q4 2025.

Based on Concurrent Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.