CAM
AVOS

Concorde Asset Management’s Avos Global Equities ETF AVOS Stock Holding History

Concorde Asset Management’s Portfolio AVOS Stock Details AVOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.6M Buy
+65,129
New +$1.6M 0.79% 33

Other funds holding AVOS

ACM
Avos Capital Management Seattle, Washington $253M AUM 13.56% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return

Concorde Asset Management's AVOS Position: Q1 2026 in Review

Concorde Asset Management opened a new position in Avos Global Equities ETF (AVOS) in Q1 2026: 65,129 shares worth $1.6M. The stake represents 0.79% of the portfolio and ranks #33 among its holdings.

5 funds tracked by Wall St. Rank hold AVOS as of Q1 2026.

  • Concorde Asset Management held 65,129 shares of Avos Global Equities ETF worth $1.6M as of Q1 2026.
  • Avos Global Equities ETF was a new Concorde Asset Management position in Q1 2026.
  • Avos Global Equities ETF made up 0.79% of Concorde Asset Management's portfolio in Q1 2026, its #33 holding.
  • 5 funds tracked by Wall St. Rank held Avos Global Equities ETF as of Q1 2026.

Based on Concorde Asset Management's 13F filing for Q1 2026, filed 1 Jun 2026.