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Independent Financial Group’s NeoVolta NEOV Stock Holding History

Independent Financial Group’s Portfolio NEOV Stock Details NEOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$58.5K Buy
+18,580
New +$47.1K ﹤0.01% 1530

Other funds holding NEOV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BW
BIP Wealth Atlanta, Georgia $3.52B AUM 18.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
CWA
Centennial Wealth Advisory Traverse City, Michigan $463M AUM 19.66% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Independent Financial Group's NEOV Position: Q2 2026 in Review

Independent Financial Group opened a new position in NeoVolta (NEOV) in Q2 2026: 18,580 shares worth $58.5K. The stake represents ﹤0.01% of the portfolio and ranks #1530 among its holdings.

8 funds tracked by Wall St. Rank hold NEOV as of Q2 2026.

  • Independent Financial Group held 18,580 shares of NeoVolta worth $58.5K as of Q2 2026.
  • NeoVolta was a new Independent Financial Group position in Q2 2026.
  • NeoVolta made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1530 holding.
  • 8 funds tracked by Wall St. Rank held NeoVolta as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.