BWM
NIXT

BigSur Wealth Management’s Research Affiliates Deletions ETF NIXT Stock Holding History

BigSur Wealth Management’s Portfolio NIXT Stock Details NIXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,630
Closed -$247K – 160
2024
Q4 		$247K Hold
9,630
– – 0.07% 133
2024
Q3 		$254K Buy
+9,630
New +$249K 0.07% 137

Other funds holding NIXT

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
QP
Quartz Partners Saratoga Springs, New York $259M AUM 26.69% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
RIL
Rothschild Investment LLC Chicago, Illinois $1.91B AUM 24.37% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WPWM
Western Pacific Wealth Management Lake Forest, Illinois $98.4M AUM 25.22% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
CA
Crewe Advisors Salt Lake City, Utah $1.38B AUM 41.76% 1-Year Est. Return

BigSur Wealth Management's NIXT Position: Q1 2025 in Review

BigSur Wealth Management sold out of Research Affiliates Deletions ETF (NIXT) in Q1 2025, closing a stake of 9,630 shares — an estimated $247K sold.

BigSur Wealth Management first reported a position in NIXT in Q3 2024 and held it in 2 quarters. The position peaked at $254K in Q3 2024. 10 funds tracked by Wall St. Rank hold NIXT as of Q1 2025.

  • BigSur Wealth Management reported no remaining Research Affiliates Deletions ETF position as of Q1 2025 after selling out during the quarter.
  • BigSur Wealth Management sold 9,630 Research Affiliates Deletions ETF shares in Q1 2025, an estimated $247K.
  • BigSur Wealth Management first reported a position in Research Affiliates Deletions ETF in Q3 2024 and held it in 2 quarters.
  • BigSur Wealth Management's Research Affiliates Deletions ETF position peaked at $254K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Research Affiliates Deletions ETF as of Q1 2025.

Based on BigSur Wealth Management's 13F filing for Q1 2025, filed 16 Apr 2025.