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Innova Wealth Partners’s WisdomTree US Efficient Core Fund NTSX Stock Holding History

Innova Wealth Partners’s Portfolio NTSX Stock Details NTSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.37M Buy
23,169
+362
+2% +$20.8K 0.56% 47
2026
Q1 		$1.19M Sell
22,807
-223
-1% -$12.2K 0.56% 37
2025
Q4 		$1.26M Buy
23,030
+221
+1% +$12.1K 0.64% 41
2025
Q3 		$1.23M Sell
22,809
-946
-4% -$49K 0.66% 35
2025
Q2 		$1.19M Sell
23,755
-267
-1% -$12.3K 0.7% 35
2025
Q1 		$1.09M Buy
24,022
+22
+0.1% +$1.04K 0.67% 29
2024
Q4 		$1.12M Buy
+24,000
New +$1.14M 0.71% 32
2024
Q3 		– Sell
-22,709
Closed -$997K – 116
2024
Q2 		$997K Sell
22,709
-323
-1% -$13.6K 0.71% 33
2024
Q1 		$973K Buy
23,032
+3,799
+20% +$155K 0.75% 30
2023
Q4 		$756K Sell
19,233
-585
-3% -$21.3K 0.65% 26
2023
Q3 		$693K Sell
19,818
-30
-0.2% -$1.1K 0.62% 23
2023
Q2 		$736K Buy
19,848
+462
+2% +$16.5K 0.63% 26
2023
Q1 		$680K Buy
19,386
+10,530
+119% +$358K 0.6% 24
2022
Q4 		$287K Sell
8,856
-11,711
-57% -$383K 0.25% 41
2022
Q3 		$629K Sell
20,567
-4,753
-19% -$165K 0.57% 21
2022
Q2 		$844K Hold
25,320
– – 0.71% 15
2022
Q1 		$1.03M Sell
25,320
-1,146
-4% -$46.7K 0.74% 24
2021
Q4 		$1.17M Buy
26,466
+90
+0.3% +$3.89K 0.83% 25
2021
Q3 		$1.07M Hold
26,376
– – 0.85% 25
2021
Q2 		$1.07M Buy
26,376
+130
+0.5% +$5.11K 0.84% 27
2021
Q1 		$980K Buy
26,246
+1,320
+5% +$48.9K 0.83% 28
2020
Q4 		$912K Buy
+24,926
New +$867K 0.85% 26

Other funds holding NTSX

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.02B AUM 38% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Innova Wealth Partners's NTSX Position: Q2 2026 in Review

Innova Wealth Partners increased its WisdomTree US Efficient Core Fund (NTSX) stake by 1.6% in Q2 2026, buying an estimated $20.8K and bringing the position to 23,169 shares worth $1.37M. The position accounts for 0.56% of the portfolio, ranked #47.

Innova Wealth Partners first reported a position in NTSX in Q4 2020 and has held it in 22 quarters since. 18 funds tracked by Wall St. Rank hold NTSX as of Q2 2026.

  • Innova Wealth Partners held 23,169 shares of WisdomTree US Efficient Core Fund worth $1.37M as of Q2 2026.
  • Innova Wealth Partners bought 362 WisdomTree US Efficient Core Fund shares in Q2 2026, an estimated $20.8K.
  • WisdomTree US Efficient Core Fund made up 0.56% of Innova Wealth Partners's portfolio in Q2 2026, its #47 holding.
  • Innova Wealth Partners first reported a position in WisdomTree US Efficient Core Fund in Q4 2020 and has held it in 22 quarters since.
  • 18 funds tracked by Wall St. Rank held WisdomTree US Efficient Core Fund as of Q2 2026.

Based on Innova Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.