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Concurrent Investment Advisors’s Defiance S&P 500 Income Target ETF SPYT Stock Holding History

Concurrent Investment Advisors’s Portfolio SPYT Stock Details SPYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,807
Closed -$207K – 2066
2025
Q4 		$207K Sell
11,807
-68
-0.6% -$1.22K ﹤0.01% 1622
2025
Q3 		$219K Buy
+11,875
New +$216K ﹤0.01% 1307

Other funds holding SPYT

ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
RFW
Redwood Family Wealth Addison, Texas $102M AUM
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $239M AUM 21.17% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

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

Concurrent Investment Advisors sold out of Defiance S&P 500 Income Target ETF (SPYT) in Q1 2026, closing a stake of 11,807 shares — an estimated $207K sold.

Concurrent Investment Advisors first reported a position in SPYT in Q3 2025 and held it in 2 quarters. The position peaked at $219K in Q3 2025. 18 funds tracked by Wall St. Rank hold SPYT as of Q1 2026.

  • Concurrent Investment Advisors reported no remaining Defiance S&P 500 Income Target ETF position as of Q1 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 11,807 Defiance S&P 500 Income Target ETF shares in Q1 2026, an estimated $207K.
  • Concurrent Investment Advisors first reported a position in Defiance S&P 500 Income Target ETF in Q3 2025 and held it in 2 quarters.
  • Concurrent Investment Advisors's Defiance S&P 500 Income Target ETF position peaked at $219K in Q3 2025.
  • 18 funds tracked by Wall St. Rank held Defiance S&P 500 Income Target ETF as of Q1 2026.

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