FWP
NVII

Falcon Wealth Planning’s REX NVDA Growth & Income ETF NVII Stock Holding History

Falcon Wealth Planning’s Portfolio NVII Stock Details NVII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232K Buy
+9,700
New +$255K 0.01% 228

Other funds holding NVII

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
BC
Burnham & Co Grand Rapids, Michigan $124M AUM

Falcon Wealth Planning's NVII Position: Q2 2026 in Review

Falcon Wealth Planning opened a new position in REX NVDA Growth & Income ETF (NVII) in Q2 2026: 9,700 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #228 among its holdings.

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

  • Falcon Wealth Planning held 9,700 shares of REX NVDA Growth & Income ETF worth $232K as of Q2 2026.
  • REX NVDA Growth & Income ETF was a new Falcon Wealth Planning position in Q2 2026.
  • REX NVDA Growth & Income ETF made up 0.01% of Falcon Wealth Planning's portfolio in Q2 2026, its #228 holding.
  • 6 funds tracked by Wall St. Rank held REX NVDA Growth & Income ETF as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.