MA
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Mutual Advisors’s AXS Green Alpha ETF NXTE Stock Holding History

Mutual Advisors’s Portfolio NXTE Stock Details NXTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-20,715
Closed -$671K – 1026
2023
Q2 		$671K Buy
20,715
+4,458
+27% +$139K 0.03% 548
2023
Q1 		$520K Buy
16,257
+4,398
+37% +$141K 0.02% 606
2022
Q4 		$347K Sell
11,859
-1,839
-13% -$56.5K 0.02% 701
2022
Q3 		$408K Buy
+13,698
New +$407K 0.02% 623

Other funds holding NXTE

MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.37B AUM 19.97% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mutual Advisors's NXTE Position: Q3 2023 in Review

Mutual Advisors sold out of AXS Green Alpha ETF (NXTE) in Q3 2023, closing a stake of 20,715 shares — an estimated $671K sold.

Mutual Advisors first reported a position in NXTE in Q3 2022 and held it in 4 quarters. The position peaked at $671K in Q2 2023. 9 funds tracked by Wall St. Rank hold NXTE as of Q3 2023.

  • Mutual Advisors reported no remaining AXS Green Alpha ETF position as of Q3 2023 after selling out during the quarter.
  • Mutual Advisors sold 20,715 AXS Green Alpha ETF shares in Q3 2023, an estimated $671K.
  • Mutual Advisors first reported a position in AXS Green Alpha ETF in Q3 2022 and held it in 4 quarters.
  • Mutual Advisors's AXS Green Alpha ETF position peaked at $671K in Q2 2023.
  • 9 funds tracked by Wall St. Rank held AXS Green Alpha ETF as of Q3 2023.

Based on Mutual Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.