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Concord Wealth Partners’s Unusual Whales Subversive Democratic 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
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

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AWM
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Citadel Advisors
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Bank of Montreal
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MA
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Cambridge Investment Research Advisors
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return