Concord Wealth Partners’s Subversive Congressional Democrats Trading ETF NANC Stock Holding History

Concord Wealth Partners’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 Q3	–	Sell	-459	Closed	-$23.2K	–	862
2026 Q2	$23.2K	Buy	+459	New	+$22K	﹤0.01%	462
2026 Q1	–	Sell	-459	Closed	-$20.9K	–	581
2025 Q4	$20.9K	Buy	+459	New	+$20.9K	﹤0.01%	435
2025 Q3	–	Sell	-459	Closed	-$19.2K	–	867
2025 Q2	$19.2K	Buy	+459	New	+$17.4K	﹤0.01%	465
2024 Q4	–	Sell	-459	Closed	-$17.2K	–	967
2024 Q3	$17.2K	Buy	+459	New	+$16.6K	﹤0.01%	497
2024 Q2	–	Sell	-459	Closed	-$15.8K	–	896
2024 Q1	$15.8K	Buy	+459	New	+$14.9K	﹤0.01%	518

Other funds holding NANC

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

ETF Store Overland Park, Kansas $122M AUM 15.06% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Concord Wealth Partners's NANC Position: Q3 2026 in Review

Concord Wealth Partners sold out of Subversive Congressional Democrats Trading ETF (NANC) in Q3 2026, closing a stake of 459 shares — an estimated $23.2K sold.

Concord Wealth Partners first reported a position in NANC in Q1 2024 and held it in 5 quarters. The position peaked at $23.2K in Q2 2026. 33 funds tracked by Wall St. Rank hold NANC as of Q3 2026.

Concord Wealth Partners reported no remaining Subversive Congressional Democrats Trading ETF position as of Q3 2026 after selling out during the quarter.
Concord Wealth Partners sold 459 Subversive Congressional Democrats Trading ETF shares in Q3 2026, an estimated $23.2K.
Concord Wealth Partners first reported a position in Subversive Congressional Democrats Trading ETF in Q1 2024 and held it in 5 quarters.
Concord Wealth Partners's Subversive Congressional Democrats Trading ETF position peaked at $23.2K in Q2 2026.
33 funds tracked by Wall St. Rank held Subversive Congressional Democrats Trading ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.