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Concurrent Investment Advisors’s SoFi Enhanced Yield ETF THTA Stock Holding History

Concurrent Investment Advisors’s Portfolio THTA Stock Details THTA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-122,971
Closed -$2.31M – 1391
2025
Q1 		$2.31M Sell
122,971
-8,991
-7% -$169K 0.06% 340
2024
Q4 		$2.52M Buy
+131,962
New +$2.52M 0.07% 272