SWA
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SOA Wealth Advisors’s Unusual Whales Subversive Democratic Trading ETF NANC Stock Holding History

SOA Wealth Advisors’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
2025
Q3 		– Sell
-10
Closed -$419 – 916
2025
Q2 		$419 Hold
10
– – ﹤0.01% 787
2025
Q1 		$360 Buy
+10
New +$387 ﹤0.01% 805

Other funds holding NANC

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LSPW
Lake Street Private Wealth Chicago, Illinois $785M AUM 21.47% 1-Year Est. Return

SOA Wealth Advisors's NANC Position: Q3 2025 in Review

SOA Wealth Advisors sold out of Unusual Whales Subversive Democratic Trading ETF (NANC) in Q3 2025, closing a stake of 10 shares — an estimated $419 sold.

SOA Wealth Advisors first reported a position in NANC in Q1 2025 and held it in 2 quarters. The position peaked at $419 in Q2 2025. 52 funds tracked by Wall St. Rank hold NANC as of Q3 2025.

  • SOA Wealth Advisors reported no remaining Unusual Whales Subversive Democratic Trading ETF position as of Q3 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 10 Unusual Whales Subversive Democratic Trading ETF shares in Q3 2025, an estimated $419.
  • SOA Wealth Advisors first reported a position in Unusual Whales Subversive Democratic Trading ETF in Q1 2025 and held it in 2 quarters.
  • SOA Wealth Advisors's Unusual Whales Subversive Democratic Trading ETF position peaked at $419 in Q2 2025.
  • 52 funds tracked by Wall St. Rank held Unusual Whales Subversive Democratic Trading ETF as of Q3 2025.

Based on SOA Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.