Concurrent Investment Advisors’s Northern Trust STOXX Global Broad Infrastructure ETF NFRA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-11,992	Closed	-$726K	–	2012
2025 Q4	$726K	Buy	11,992 +1,500	+14%	+$93.7K	0.01%	973
2025 Q3	$660K	Sell	10,492 -3	-0%	-$186	0.01%	797
2025 Q2	$649K	Buy	10,495 +4,190	+66%	+$250K	0.01%	756
2025 Q1	$363K	Buy	+6,305	New	+$354K	0.01%	841

Other funds holding NFRA

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CFA

Capstone Financial Advisors Downers Grove, Illinois $2.05B AUM 19.29% 1-Year Est. Return

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.53B AUM 17.79% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBG

United Bank (Georgia) Zebulon, Georgia $329M AUM 28.62% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Concurrent Investment Advisors's NFRA Position: Q1 2026 in Review

Concurrent Investment Advisors sold out of Northern Trust STOXX Global Broad Infrastructure ETF (NFRA) in Q1 2026, closing a stake of 11,992 shares — an estimated $726K sold.

Concurrent Investment Advisors first reported a position in NFRA in Q1 2025 and held it in 4 quarters. The position peaked at $726K in Q4 2025. 129 funds tracked by Wall St. Rank hold NFRA as of Q1 2026.

Concurrent Investment Advisors reported no remaining Northern Trust STOXX Global Broad Infrastructure ETF position as of Q1 2026 after selling out during the quarter.
Concurrent Investment Advisors sold 11,992 Northern Trust STOXX Global Broad Infrastructure ETF shares in Q1 2026, an estimated $726K.
Concurrent Investment Advisors first reported a position in Northern Trust STOXX Global Broad Infrastructure ETF in Q1 2025 and held it in 4 quarters.
Concurrent Investment Advisors's Northern Trust STOXX Global Broad Infrastructure ETF position peaked at $726K in Q4 2025.
129 funds tracked by Wall St. Rank held Northern Trust STOXX Global Broad Infrastructure ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.