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Independent Financial Group’s Navitas Semiconductor NVTS Stock Holding History

Independent Financial Group’s Portfolio NVTS Stock Details NVTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$129K Sell
11,124
-8,163
-42% -$101K ﹤0.01% 1536
2026
Q2 		$346K Buy
19,287
+4,500
+30% +$85.9K 0.01% 1165
2026
Q1 		$130K Buy
+14,787
New +$136K ﹤0.01% 1405
2025
Q4 		– Sell
-20,212
Closed -$146K – 1460
2025
Q3 		$146K Buy
20,212
+4,962
+33% +$33.2K ﹤0.01% 1317
2025
Q2 		$99.9K Buy
+15,250
New +$58.8K ﹤0.01% 1267

Other funds holding NVTS

TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $201M AUM 33.49% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Independent Financial Group's NVTS Position: Q3 2026 in Review

Independent Financial Group reduced its Navitas Semiconductor (NVTS) stake by 42% in Q3 2026, selling an estimated $101K and leaving 11,124 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

Independent Financial Group first reported a position in NVTS in Q2 2025 and has held it in 5 quarters since. The position peaked at $346K in Q2 2026. 15 funds tracked by Wall St. Rank hold NVTS as of Q3 2026.

  • Independent Financial Group held 11,124 shares of Navitas Semiconductor worth $129K as of Q3 2026.
  • Independent Financial Group sold 8,163 Navitas Semiconductor shares in Q3 2026, an estimated $101K.
  • Navitas Semiconductor made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1536 holding.
  • Independent Financial Group first reported a position in Navitas Semiconductor in Q2 2025 and has held it in 5 quarters since.
  • Independent Financial Group's Navitas Semiconductor position peaked at $346K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Navitas Semiconductor as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.