MJT & Associates Financial Advisory’s NIO NIO Stock Holding History

MJT & Associates Financial Advisory’s Portfolio NIO Stock Details NIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$412	Buy	+120	New	+$523	﹤0.01%	415

Other funds holding NIO

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Quintet Private Bank (Europe) Luxembourg $2.28B AUM 23.89% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

MJT & Associates Financial Advisory's NIO Position: Q3 2026 in Review

MJT & Associates Financial Advisory opened a new position in NIO (NIO) in Q3 2026: 120 shares worth $412. The stake represents ﹤0.01% of the portfolio and ranks #415 among its holdings.

13 funds tracked by Wall St. Rank hold NIO as of Q3 2026.

MJT & Associates Financial Advisory held 120 shares of NIO worth $412 as of Q3 2026.
NIO was a new MJT & Associates Financial Advisory position in Q3 2026.
NIO made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #415 holding.
13 funds tracked by Wall St. Rank held NIO as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.