Concurrent Investment Advisors, LLC
Position in HFXI — NYLI FTSE International Equity Currency Neutral ETF
CIK 2001015
Tampa, FL
Position in HFXI
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$8,773,748
+$699,896 QoQ
Shares Held
261,279
+5.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HFXI Over Time
Shares Held
Position Value (USD)
All Filings in HFXI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,773,748 | 261,279 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,073,852 | 248,809 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $7,408,351 | 238,902 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,556,957 | 222,496 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,928,633 | 215,430 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,169,287 | 198,361 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $5,233,855 | 189,358 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,956,588 | 185,640 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,981,974 | 148,415 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,547,854 | 142,656 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||