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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.75M Hold
65,129
1.01% 22
2026
Q1
$1.6M Buy
+65,129
New +$1.6M 0.79% 33

Other funds holding AVOS

Concorde Asset Management's AVOS Position: Q2 2026 in Review

Concorde Asset Management held its Avos Global Equities ETF (AVOS) position steady in Q2 2026 at 65,129 shares worth $1.75M. The position accounts for 1.01% of the portfolio, ranked #22.

Concorde Asset Management first reported a position in AVOS in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold AVOS as of Q2 2026.

  • Concorde Asset Management held 65,129 shares of Avos Global Equities ETF worth $1.75M as of Q2 2026.
  • Concorde Asset Management left its Avos Global Equities ETF share count unchanged in Q2 2026.
  • Avos Global Equities ETF made up 1.01% of Concorde Asset Management's portfolio in Q2 2026, its #22 holding.
  • Concorde Asset Management first reported a position in Avos Global Equities ETF in Q1 2026 and has held it in 2 quarters since.
  • 6 funds tracked by Wall St. Rank held Avos Global Equities ETF as of Q2 2026.

Based on Concorde Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.