IAA
NVX

Independent Advisor Alliance’s NOVONIX NVX Stock Holding History

Independent Advisor Alliance’s Portfolio NVX Stock Details NVX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-11,089
Closed -$76.5K – 1446
2026
Q1 		$76.5K Buy
+11,089
New +$108K ﹤0.01% 1554

Other funds holding NVX

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FACM
Forest Avenue Capital Management Miami, Florida $2.38B AUM 88.67% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Vanguard Personalized Indexing Management
Vanguard Personalized Indexing Management Oakland, California $12.2B AUM 47.93% 1-Year Est. Return

Independent Advisor Alliance's NVX Position: Q2 2026 in Review

Independent Advisor Alliance sold out of NOVONIX (NVX) in Q2 2026, closing a stake of 11,089 shares — an estimated $76.5K sold.

Independent Advisor Alliance first reported a position in NVX in Q1 2026 and held it in 1 quarter. The position peaked at $76.5K in Q1 2026. 25 funds tracked by Wall St. Rank hold NVX as of Q2 2026.

  • Independent Advisor Alliance reported no remaining NOVONIX position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 11,089 NOVONIX shares in Q2 2026, an estimated $76.5K.
  • Independent Advisor Alliance first reported a position in NOVONIX in Q1 2026 and held it in 1 quarter.
  • Independent Advisor Alliance's NOVONIX position peaked at $76.5K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held NOVONIX as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.