CWP
XRP

Concord Wealth Partners’s Bitwise XRP ETF XRP Stock Holding History

Concord Wealth Partners’s Portfolio XRP Stock Details XRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$27.7K Buy
+2,379
New +$34.8K ﹤0.01% 445
2026
Q1 		– Sell
-2,380
Closed -$48.8K – 848
2025
Q4 		$48.8K Buy
+2,380
New +$53.4K 0.01% 329

Other funds holding XRP

RWM
Refined Wealth Management Salt Lake City, Utah $166M AUM 6.85% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
KA
Kovack Advisors Ft. Lauderdale, Florida $2.08B AUM 38.95% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

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

Concord Wealth Partners opened a new position in Bitwise XRP ETF (XRP) in Q2 2026: 2,379 shares worth $27.7K. The stake represents ﹤0.01% of the portfolio and ranks #445 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in XRP as recently as Q4 2025.

Concord Wealth Partners first reported a position in XRP in Q4 2025 and has held it in 2 quarters since. The position peaked at $48.8K in Q4 2025. 21 funds tracked by Wall St. Rank hold XRP as of Q2 2026.

  • Concord Wealth Partners held 2,379 shares of Bitwise XRP ETF worth $27.7K as of Q2 2026.
  • Bitwise XRP ETF was a new Concord Wealth Partners position in Q2 2026.
  • Bitwise XRP ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #445 holding.
  • Concord Wealth Partners first reported a position in Bitwise XRP ETF in Q4 2025 and has held it in 2 quarters since.
  • Concord Wealth Partners's Bitwise XRP ETF position peaked at $48.8K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Bitwise XRP ETF as of Q2 2026.

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