Aventura Private Wealth’s AXIA Energia AXIA Stock Holding History

Aventura Private Wealth’s Portfolio AXIA Stock Details AXIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.78K	Buy	+263	New	+$2.99K	﹤0.01%	775

Other funds holding AXIA

TT International Asset Management London, United Kingdom $783M AUM 104.75% 1-Year Est. Return

InTrack Investment Management South Burlington, Vermont $202M AUM 28.31% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Aventura Private Wealth's AXIA Position: Q2 2026 in Review

Aventura Private Wealth opened a new position in AXIA Energia (AXIA) in Q2 2026: 263 shares worth $2.78K. The stake represents ﹤0.01% of the portfolio and ranks #775 among its holdings.

14 funds tracked by Wall St. Rank hold AXIA as of Q2 2026.

Aventura Private Wealth held 263 shares of AXIA Energia worth $2.78K as of Q2 2026.
AXIA Energia was a new Aventura Private Wealth position in Q2 2026.
AXIA Energia made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #775 holding.
14 funds tracked by Wall St. Rank held AXIA Energia as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.