CIA
TDAQ

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
Q1 		$1.7M Buy
+72,212
New +$1.82M 0.02% 676

Other funds holding TDAQ

CS
Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
MAMG
Milestone Asset Management Group Avon, Connecticut $171M AUM 20.73% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return

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

Concurrent Investment Advisors opened a new position in TappAlpha Innovation 100 Growth & Daily Income ETF (TDAQ) in Q1 2026: 72,212 shares worth $1.7M. The stake represents 0.02% of the portfolio and ranks #676 among its holdings.

12 funds tracked by Wall St. Rank hold TDAQ as of Q1 2026.

  • Concurrent Investment Advisors held 72,212 shares of TappAlpha Innovation 100 Growth & Daily Income ETF worth $1.7M as of Q1 2026.
  • TappAlpha Innovation 100 Growth & Daily Income ETF was a new Concurrent Investment Advisors position in Q1 2026.
  • TappAlpha Innovation 100 Growth & Daily Income ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q1 2026, its #676 holding.
  • 12 funds tracked by Wall St. Rank held TappAlpha Innovation 100 Growth & Daily Income ETF as of Q1 2026.

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