KWA
NVII

Kingswood Wealth Advisors’s REX NVDA Growth & Income ETF NVII Stock Holding History

Kingswood Wealth Advisors’s Portfolio NVII Stock Details NVII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-16,803
Closed -$399K – 1056
2026
Q1 		$399K Buy
+16,803
New +$444K 0.02% 615

Other funds holding NVII

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
FWP
Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
BC
Burnham & Co Grand Rapids, Michigan $124M AUM

Kingswood Wealth Advisors's NVII Position: Q2 2026 in Review

Kingswood Wealth Advisors sold out of REX NVDA Growth & Income ETF (NVII) in Q2 2026, closing a stake of 16,803 shares — an estimated $399K sold.

Kingswood Wealth Advisors first reported a position in NVII in Q1 2026 and held it in 1 quarter. The position peaked at $399K in Q1 2026. 6 funds tracked by Wall St. Rank hold NVII as of Q2 2026.

  • Kingswood Wealth Advisors reported no remaining REX NVDA Growth & Income ETF position as of Q2 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 16,803 REX NVDA Growth & Income ETF shares in Q2 2026, an estimated $399K.
  • Kingswood Wealth Advisors first reported a position in REX NVDA Growth & Income ETF in Q1 2026 and held it in 1 quarter.
  • Kingswood Wealth Advisors's REX NVDA Growth & Income ETF position peaked at $399K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held REX NVDA Growth & Income ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.