Concord Wealth Partners’s Tema Electrification ETF VOLT Stock Holding History

Concord Wealth Partners’s Portfolio VOLT Stock Details VOLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.09K	Buy	+26	New	+$1.02K	﹤0.01%	770

Other funds holding VOLT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

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

Arrow Financial Glens Falls, New York $1.12B AUM 24.16% 1-Year Est. Return

MAG

Members Advisory Group Williamsville, New York $358M AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

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

AWP

Avid Wealth Partners San Antonio, Texas $207M AUM 29.44% 1-Year Est. Return

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

Concord Wealth Partners opened a new position in Tema Electrification ETF (VOLT) in Q2 2026: 26 shares worth $1.09K. The stake represents ﹤0.01% of the portfolio and ranks #770 among its holdings.

131 funds tracked by Wall St. Rank hold VOLT as of Q2 2026.

Concord Wealth Partners held 26 shares of Tema Electrification ETF worth $1.09K as of Q2 2026.
Tema Electrification ETF was a new Concord Wealth Partners position in Q2 2026.
Tema Electrification ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #770 holding.
131 funds tracked by Wall St. Rank held Tema Electrification ETF as of Q2 2026.

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