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BSW Wealth Partners’s AXS Green Alpha ETF NXTE Stock Holding History

BSW Wealth Partners’s Portfolio NXTE Stock Details NXTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-14,899
Closed -$436K – 333
2022
Q4 		$436K Buy
+14,899
New +$457K 0.09% 154

Other funds holding NXTE

MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

BSW Wealth Partners's NXTE Position: Q1 2023 in Review

BSW Wealth Partners sold out of AXS Green Alpha ETF (NXTE) in Q1 2023, closing a stake of 14,899 shares — an estimated $436K sold.

BSW Wealth Partners first reported a position in NXTE in Q4 2022 and held it in 1 quarter. The position peaked at $436K in Q4 2022. 10 funds tracked by Wall St. Rank hold NXTE as of Q1 2023.

  • BSW Wealth Partners reported no remaining AXS Green Alpha ETF position as of Q1 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 14,899 AXS Green Alpha ETF shares in Q1 2023, an estimated $436K.
  • BSW Wealth Partners first reported a position in AXS Green Alpha ETF in Q4 2022 and held it in 1 quarter.
  • BSW Wealth Partners's AXS Green Alpha ETF position peaked at $436K in Q4 2022.
  • 10 funds tracked by Wall St. Rank held AXS Green Alpha ETF as of Q1 2023.

Based on BSW Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.