Congress Wealth Management’s Horizon Kinetics Energy and Remediation ETF NVIR Stock Holding History

Congress Wealth Management’s Portfolio NVIR Stock Details NVIR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$273K	Sell	8,955 -1,100	-11%	-$32K	﹤0.01%	1090
2025 Q1	$306K	Buy	+10,055	New	+$308K	﹤0.01%	934

Other funds holding NVIR

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Congress Wealth Management's NVIR Position: Q2 2025 in Review

Congress Wealth Management reduced its Horizon Kinetics Energy and Remediation ETF (NVIR) stake by 11% in Q2 2025, selling an estimated $32K and leaving 8,955 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1090.

Congress Wealth Management first reported a position in NVIR in Q1 2025 and has held it in 2 quarters since. The position peaked at $306K in Q1 2025. 6 funds tracked by Wall St. Rank hold NVIR as of Q2 2025.

Congress Wealth Management held 8,955 shares of Horizon Kinetics Energy and Remediation ETF worth $273K as of Q2 2025.
Congress Wealth Management sold 1,100 Horizon Kinetics Energy and Remediation ETF shares in Q2 2025, an estimated $32K.
Horizon Kinetics Energy and Remediation ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1090 holding.
Congress Wealth Management first reported a position in Horizon Kinetics Energy and Remediation ETF in Q1 2025 and has held it in 2 quarters since.
Congress Wealth Management's Horizon Kinetics Energy and Remediation ETF position peaked at $306K in Q1 2025.
6 funds tracked by Wall St. Rank held Horizon Kinetics Energy and Remediation ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.