CA
NVNI

Clearstead Advisors’s Nvni Group NVNI Stock Holding History

Clearstead Advisors’s Portfolio NVNI Stock Details NVNI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8 Buy
+8
New +$9 ﹤0.01% 3630

Other funds holding NVNI

DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CVM
Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

Clearstead Advisors's NVNI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Nvni Group (NVNI) in Q2 2026: 8 shares worth $8. The stake represents ﹤0.01% of the portfolio and ranks #3630 among its holdings.

6 funds tracked by Wall St. Rank hold NVNI as of Q2 2026.

  • Clearstead Advisors held 8 shares of Nvni Group worth $8 as of Q2 2026.
  • Nvni Group was a new Clearstead Advisors position in Q2 2026.
  • Nvni Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3630 holding.
  • 6 funds tracked by Wall St. Rank held Nvni Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.