Arete Wealth Advisors
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Arete Wealth Advisors’s Navitas Semiconductor NVTS Stock Holding History

Arete Wealth Advisors’s Portfolio NVTS Stock Details NVTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$450K Buy
38,730
+16,880
+77% +$208K 0.03% 325
2026
Q2 		$392K Sell
21,850
-142,110
-87% -$2.71M 0.03% 306
2026
Q1 		$1.44M Sell
163,960
-16,990
-9% -$156K 0.11% 187
2025
Q4 		$1.29M Sell
180,950
-100,153
-36% -$964K 0.09% 211
2025
Q3 		$2.03M Sell
281,103
-179,984
-39% -$1.2M 0.15% 152
2025
Q2 		$3.02M Buy
+461,087
New +$1.78M 0.21% 95

Other funds holding NVTS

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return

Arete Wealth Advisors's NVTS Position: Q3 2026 in Review

Arete Wealth Advisors increased its Navitas Semiconductor (NVTS) stake by 77% in Q3 2026, buying an estimated $208K and bringing the position to 38,730 shares worth $450K. The position accounts for 0.03% of the portfolio, ranked #325.

Arete Wealth Advisors first reported a position in NVTS in Q2 2025 and has held it in 6 quarters since. The position peaked at $3.02M in Q2 2025. 180 funds tracked by Wall St. Rank hold NVTS as of Q3 2026.

  • Arete Wealth Advisors held 38,730 shares of Navitas Semiconductor worth $450K as of Q3 2026.
  • Arete Wealth Advisors bought 16,880 Navitas Semiconductor shares in Q3 2026, an estimated $208K.
  • Navitas Semiconductor made up 0.03% of Arete Wealth Advisors's portfolio in Q3 2026, its #325 holding.
  • Arete Wealth Advisors first reported a position in Navitas Semiconductor in Q2 2025 and has held it in 6 quarters since.
  • Arete Wealth Advisors's Navitas Semiconductor position peaked at $3.02M in Q2 2025.
  • 180 funds tracked by Wall St. Rank held Navitas Semiconductor as of Q3 2026.

Based on Arete Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.