Concurrent Investment Advisors
TDAQ icon

Concurrent Investment Advisors’s TappAlpha Innovation 100 Growth & Daily Income ETF TDAQ Stock Holding History

Concurrent Investment Advisors’s Portfolio TDAQ Stock Details TDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$3.23M Buy
118,636
+24,025
+25% +$648K 0.02% 619
2026
Q2 		$2.69M Buy
94,611
+22,399
+31% +$608K 0.02% 623
2026
Q1 		$1.7M Buy
+72,212
New +$1.82M 0.02% 676

Other funds holding TDAQ

Stegent Equity Advisors
Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return
Compass Financial Management
Compass Financial Management Tampa, Florida $926M AUM
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Milestone Asset Management Group
Milestone Asset Management Group Avon, Connecticut $216M AUM 17.03% 1-Year Est. Return
Kesler Norman & Wride
Kesler Norman & Wride Ogden, Utah $643M AUM 27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Concurrent Investment Advisors increased its TappAlpha Innovation 100 Growth & Daily Income ETF (TDAQ) stake by 25% in Q3 2026, buying an estimated $648K and bringing the position to 118,636 shares worth $3.23M. The position accounts for 0.02% of the portfolio, ranked #619.

Concurrent Investment Advisors first reported a position in TDAQ in Q1 2026 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold TDAQ as of Q3 2026.

  • Concurrent Investment Advisors held 118,636 shares of TappAlpha Innovation 100 Growth & Daily Income ETF worth $3.23M as of Q3 2026.
  • Concurrent Investment Advisors bought 24,025 TappAlpha Innovation 100 Growth & Daily Income ETF shares in Q3 2026, an estimated $648K.
  • TappAlpha Innovation 100 Growth & Daily Income ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q3 2026, its #619 holding.
  • Concurrent Investment Advisors first reported a position in TappAlpha Innovation 100 Growth & Daily Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held TappAlpha Innovation 100 Growth & Daily Income ETF as of Q3 2026.

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