CIA
GIAX

Cape Investment Advisory’s Nicholas Global Equity and Income ETF GIAX Stock Holding History

Cape Investment Advisory’s Portfolio GIAX Stock Details GIAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51 Buy
+3
New +$50 ﹤0.01% 1439
2026
Q1 		– Sell
-156
Closed -$2.56K – 1277
2025
Q4 		$2.56K Buy
+156
New +$2.68K ﹤0.01% 1055

Other funds holding GIAX

BCM
BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Cape Investment Advisory's GIAX Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Nicholas Global Equity and Income ETF (GIAX) in Q2 2026: 3 shares worth $51. The stake represents ﹤0.01% of the portfolio and ranks #1439 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in GIAX as recently as Q4 2025.

Cape Investment Advisory first reported a position in GIAX in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.56K in Q4 2025. 7 funds tracked by Wall St. Rank hold GIAX as of Q2 2026.

  • Cape Investment Advisory held 3 shares of Nicholas Global Equity and Income ETF worth $51 as of Q2 2026.
  • Nicholas Global Equity and Income ETF was a new Cape Investment Advisory position in Q2 2026.
  • Nicholas Global Equity and Income ETF made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1439 holding.
  • Cape Investment Advisory first reported a position in Nicholas Global Equity and Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Cape Investment Advisory's Nicholas Global Equity and Income ETF position peaked at $2.56K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held Nicholas Global Equity and Income ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.