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
Q1 		$76.5K Buy
+110,888
New +$108K ﹤0.01% 1554

Other funds holding NVX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FACM
Forest Avenue Capital Management Miami, Florida $1.69B AUM 104.84% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
SP
SmartHarvest Portfolios Poulsbo, Washington $240M AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VPIM
Vanguard Personalized Indexing Management Oakland, California $10.2B AUM 34.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Independent Advisor Alliance's NVX Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in NOVONIX (NVX) in Q1 2026: 110,888 shares worth $76.5K. The stake represents ﹤0.01% of the portfolio and ranks #1554 among its holdings.

32 funds tracked by Wall St. Rank hold NVX as of Q1 2026.

  • Independent Advisor Alliance held 110,888 shares of NOVONIX worth $76.5K as of Q1 2026.
  • NOVONIX was a new Independent Advisor Alliance position in Q1 2026.
  • NOVONIX made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1554 holding.
  • 32 funds tracked by Wall St. Rank held NOVONIX as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.