CIA
PHEQ

Concurrent Investment Advisors’s Parametric Hedged Equity ETF PHEQ Stock Holding History

Concurrent Investment Advisors’s Portfolio PHEQ Stock Details PHEQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,634
Closed -$216K – 2024
2025
Q4 		$216K Hold
6,634
– – ﹤0.01% 1599
2025
Q3 		$212K Buy
+6,634
New +$208K ﹤0.01% 1331

Other funds holding PHEQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CF
Convergence Financial Columbia, Missouri $1.26B AUM 24.35% 1-Year Est. Return
WF
Wayfinding Financial Lynnwood, Washington $264M AUM 20.39% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Concurrent Investment Advisors sold out of Parametric Hedged Equity ETF (PHEQ) in Q1 2026, closing a stake of 6,634 shares — an estimated $216K sold.

Concurrent Investment Advisors first reported a position in PHEQ in Q3 2025 and held it in 2 quarters. The position peaked at $216K in Q4 2025. 18 funds tracked by Wall St. Rank hold PHEQ as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining Parametric Hedged Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 6,634 Parametric Hedged Equity ETF shares in Q1 2026, an estimated $216K.
  • Concurrent Investment Advisors first reported a position in Parametric Hedged Equity ETF in Q3 2025 and held it in 2 quarters.
  • Concurrent Investment Advisors's Parametric Hedged Equity ETF position peaked at $216K in Q4 2025.
  • 18 funds tracked by Wall St. Rank held Parametric Hedged Equity ETF as of Q1 2026.

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