Centricity Wealth Management’s Texas Capital Texas Equity Index ETF TXS Stock Holding History

Centricity Wealth Management’s Portfolio TXS Stock Details TXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$52.1K	Hold	1,500	–	–	0.04%	167
2025 Q1	$47K	Hold	1,500	–	–	0.04%	175
2024 Q4	$48.8K	Buy	+1,500	New	+$49.2K	0.05%	169

Other funds holding TXS

Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return

Astoria Portfolio Advisors New York $468M AUM 21.04% 1-Year Est. Return

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Americana Partners Houston, Texas $3.85B AUM 23.11% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Concorde Financial Dallas, Texas $127M AUM 24.97% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return