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Concorde Financial’s Texas Capital Texas Equity Index ETF TXS Stock Holding History

Concorde Financial’s Portfolio TXS Stock Details TXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,986
Closed -$104K – 51
2025
Q2 		$104K Buy
+2,986
New +$96.8K 0.06% 37

Other funds holding TXS

APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.87B AUM 24.49% 1-Year Est. Return
USCWA
U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Concorde Financial's TXS Position: Q3 2025 in Review

Concorde Financial sold out of Texas Capital Texas Equity Index ETF (TXS) in Q3 2025, closing a stake of 2,986 shares — an estimated $104K sold.

Concorde Financial first reported a position in TXS in Q2 2025 and held it in 1 quarter. The position peaked at $104K in Q2 2025. 6 funds tracked by Wall St. Rank hold TXS as of Q3 2025.

  • Concorde Financial reported no remaining Texas Capital Texas Equity Index ETF position as of Q3 2025 after selling out during the quarter.
  • Concorde Financial sold 2,986 Texas Capital Texas Equity Index ETF shares in Q3 2025, an estimated $104K.
  • Concorde Financial first reported a position in Texas Capital Texas Equity Index ETF in Q2 2025 and held it in 1 quarter.
  • Concorde Financial's Texas Capital Texas Equity Index ETF position peaked at $104K in Q2 2025.
  • 6 funds tracked by Wall St. Rank held Texas Capital Texas Equity Index ETF as of Q3 2025.

Based on Concorde Financial's 13F filing for Q3 2025, filed 14 Nov 2025.