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 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

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Concord Wealth Partners's NANC Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Subversive Congressional Democrats Trading ETF (NANC) in Q2 2026: 459 shares worth $23.2K. The stake represents ﹤0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in NANC as recently as Q4 2025.

Concord Wealth Partners first reported a position in NANC in Q1 2024 and has held it in 5 quarters since. 53 funds tracked by Wall St. Rank hold NANC as of Q2 2026.

Concord Wealth Partners held 459 shares of Subversive Congressional Democrats Trading ETF worth $23.2K as of Q2 2026.
Subversive Congressional Democrats Trading ETF was a new Concord Wealth Partners position in Q2 2026.
Subversive Congressional Democrats Trading ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #462 holding.
Concord Wealth Partners first reported a position in Subversive Congressional Democrats Trading ETF in Q1 2024 and has held it in 5 quarters since.
53 funds tracked by Wall St. Rank held Subversive Congressional Democrats Trading ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.