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
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

CS
Clear Street New York $39.5B AUM 124.03% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $140M AUM 35.28% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
MAMG
Milestone Asset Management Group Avon, Connecticut $199M AUM 26.39% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Concurrent Investment Advisors's TDAQ Position: Q2 2026 in Review

Concurrent Investment Advisors increased its TappAlpha Innovation 100 Growth & Daily Income ETF (TDAQ) stake by 31% in Q2 2026, buying an estimated $608K and bringing the position to 94,611 shares worth $2.69M. The position accounts for 0.02% of the portfolio, ranked #623.

Concurrent Investment Advisors first reported a position in TDAQ in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold TDAQ as of Q2 2026.

  • Concurrent Investment Advisors held 94,611 shares of TappAlpha Innovation 100 Growth & Daily Income ETF worth $2.69M as of Q2 2026.
  • Concurrent Investment Advisors bought 22,399 TappAlpha Innovation 100 Growth & Daily Income ETF shares in Q2 2026, an estimated $608K.
  • TappAlpha Innovation 100 Growth & Daily Income ETF made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #623 holding.
  • Concurrent Investment Advisors first reported a position in TappAlpha Innovation 100 Growth & Daily Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held TappAlpha Innovation 100 Growth & Daily Income ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.