AE Wealth Management’s Subversive Congressional Democrats Trading ETF NANC Stock Holding History

AE Wealth Management’s Portfolio NANC Stock Details NANC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.33M	Buy	26,331 +3,461	+15%	+$166K	0.01%	805
2026 Q1	$965K	Sell	22,870 -26	-0.1%	-$1.16K	0.01%	841
2025 Q4	$1.04M	Sell	22,896 -261	-1%	-$11.9K	0.01%	788
2025 Q3	$1.04M	Sell	23,157 -173	-0.7%	-$7.46K	0.01%	744
2025 Q2	$978K	Sell	23,330 -1,116	-5%	-$42.3K	0.01%	732
2025 Q1	$880K	Buy	24,446 +24,436	+244,360%	+$946K	0.01%	742
2024 Q4	$386	Buy	+10	New	+$389	﹤0.01%	2082

Other funds holding NANC

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

AE Wealth Management's NANC Position: Q2 2026 in Review

AE Wealth Management increased its Subversive Congressional Democrats Trading ETF (NANC) stake by 15% in Q2 2026, buying an estimated $166K and bringing the position to 26,331 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #805.

AE Wealth Management first reported a position in NANC in Q4 2024 and has held it in 7 quarters since. 53 funds tracked by Wall St. Rank hold NANC as of Q2 2026.

AE Wealth Management held 26,331 shares of Subversive Congressional Democrats Trading ETF worth $1.33M as of Q2 2026.
AE Wealth Management bought 3,461 Subversive Congressional Democrats Trading ETF shares in Q2 2026, an estimated $166K.
Subversive Congressional Democrats Trading ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #805 holding.
AE Wealth Management first reported a position in Subversive Congressional Democrats Trading ETF in Q4 2024 and has held it in 7 quarters since.
53 funds tracked by Wall St. Rank held Subversive Congressional Democrats Trading ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.