Concurrent Investment Advisors’s VistaShares Electrification Supercycle ETF POW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$295K	Buy	+11,343	New	+$302K	﹤0.01%	1892

Other funds holding POW

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Hudock Inc Williamsport, Pennsylvania $790M AUM 18.43% 1-Year Est. Return

Balance Wealth Delaware, Ohio $417M AUM 14.07% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $218M AUM 37.48% 1-Year Est. Return

MB, Levis & Associates Center Valley, Pennsylvania $273M AUM 8.08% 1-Year Est. Return

Concurrent Investment Advisors's POW Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in VistaShares Electrification Supercycle ETF (POW) in Q3 2026: 11,343 shares worth $295K. The stake represents ﹤0.01% of the portfolio and ranks #1892 among its holdings.

10 funds tracked by Wall St. Rank hold POW as of Q3 2026.

Concurrent Investment Advisors held 11,343 shares of VistaShares Electrification Supercycle ETF worth $295K as of Q3 2026.
VistaShares Electrification Supercycle ETF was a new Concurrent Investment Advisors position in Q3 2026.
VistaShares Electrification Supercycle ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #1892 holding.
10 funds tracked by Wall St. Rank held VistaShares Electrification Supercycle ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.