Advisors Preferred’s NOVONIX NVX Stock Holding History

Advisors Preferred’s Portfolio NVX Stock Details NVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,970	Closed	-$7.58K	–	311
2024 Q4	$7.58K	Buy	+3,970	New	+$7.69K	﹤0.01%	193

Other funds holding NVX

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

QOP

Quinn Opportunity Partners Charlottesville, Virginia $1.92B AUM 31.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $33.7B AUM 35.49% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

WPA

Wealth Preservation Advisors Chattanooga, Tennessee $120M AUM 29% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Advisors Preferred's NVX Position: Q1 2025 in Review

Advisors Preferred sold out of NOVONIX (NVX) in Q1 2025, closing a stake of 3,970 shares — an estimated $7.58K sold.

Advisors Preferred first reported a position in NVX in Q4 2024 and held it in 1 quarter. The position peaked at $7.58K in Q4 2024. 13 funds tracked by Wall St. Rank hold NVX as of Q1 2025.

Advisors Preferred reported no remaining NOVONIX position as of Q1 2025 after selling out during the quarter.
Advisors Preferred sold 3,970 NOVONIX shares in Q1 2025, an estimated $7.58K.
Advisors Preferred first reported a position in NOVONIX in Q4 2024 and held it in 1 quarter.
Advisors Preferred's NOVONIX position peaked at $7.58K in Q4 2024.
13 funds tracked by Wall St. Rank held NOVONIX as of Q1 2025.

Based on Advisors Preferred's 13F filing for Q1 2025, filed 6 May 2025.