Concurrent Investment Advisors’s U.S. Global Technology and Aerospace & Defense ETF WAR Stock Holding History

Concurrent Investment Advisors’s Portfolio WAR Stock Details WAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$596K	Buy	+17,275	New	+$535K	0.01%	1305

Other funds holding WAR

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

RDFA

Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return

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

Concurrent Investment Advisors opened a new position in U.S. Global Technology and Aerospace & Defense ETF (WAR) in Q2 2026: 17,275 shares worth $596K. The stake represents 0.01% of the portfolio and ranks #1305 among its holdings.

5 funds tracked by Wall St. Rank hold WAR as of Q2 2026.

Concurrent Investment Advisors held 17,275 shares of U.S. Global Technology and Aerospace & Defense ETF worth $596K as of Q2 2026.
U.S. Global Technology and Aerospace & Defense ETF was a new Concurrent Investment Advisors position in Q2 2026.
U.S. Global Technology and Aerospace & Defense ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1305 holding.
5 funds tracked by Wall St. Rank held U.S. Global Technology and Aerospace & Defense ETF as of Q2 2026.

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