GoalVest Advisory’s Subversive Congressional Democrats Trading ETF NANC Stock Holding History

GoalVest Advisory’s Portfolio NANC Stock Details NANC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$18K	Hold	355	–	–	﹤0.01%	313
2026 Q1	$15K	Hold	355	–	–	﹤0.01%	350
2025 Q4	$16.2K	Hold	355	–	–	﹤0.01%	376
2025 Q3	$15.9K	Hold	355	–	–	﹤0.01%	307
2025 Q2	$14.9K	Hold	355	–	–	﹤0.01%	291
2025 Q1	$12.8K	Hold	355	–	–	﹤0.01%	254
2024 Q4	$13.7K	Hold	355	–	–	﹤0.01%	266
2024 Q3	$13.3K	Hold	355	–	–	﹤0.01%	297
2024 Q2	$12.9K	Buy	355 +146	+70%	+$5.04K	﹤0.01%	260
2024 Q1	$7.2K	Buy	+209	New	+$6.76K	﹤0.01%	327

Other funds holding NANC

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

LSPW

Lake Street Private Wealth Chicago, Illinois $874M AUM 26.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

GoalVest Advisory's NANC Position: Q2 2026 in Review

GoalVest Advisory held its Subversive Congressional Democrats Trading ETF (NANC) position steady in Q2 2026 at 355 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

GoalVest Advisory first reported a position in NANC in Q1 2024 and has held it in 10 quarters since. 53 funds tracked by Wall St. Rank hold NANC as of Q2 2026.

GoalVest Advisory held 355 shares of Subversive Congressional Democrats Trading ETF worth $18K as of Q2 2026.
GoalVest Advisory left its Subversive Congressional Democrats Trading ETF share count unchanged in Q2 2026.
Subversive Congressional Democrats Trading ETF made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #313 holding.
GoalVest Advisory first reported a position in Subversive Congressional Democrats Trading ETF in Q1 2024 and has held it in 10 quarters since.
53 funds tracked by Wall St. Rank held Subversive Congressional Democrats Trading ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.