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Natural Investments’s AXS Green Alpha ETF NXTE Stock Holding History

Natural Investments’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
2026
Q2 		$7.69M Sell
141,248
-15,303
-10% -$721K 1.69% 12
2026
Q1 		$6.13M Sell
156,551
-48,466
-24% -$1.99M 1.51% 14
2025
Q4 		$7.91M Buy
+205,017
New +$8.05M 1.97% 9
2025
Q3 		– Sell
-476,210
Closed -$16.2M – 280
2025
Q2 		$16.2M Sell
476,210
-1,037
-0.2% -$32.2K 4.19% 4
2025
Q1 		$14.2M Buy
477,247
+7,777
+2% +$251K 4.02% 3
2024
Q4 		$14.9M Buy
+469,470
New +$15.5M 4.13% 3

Other funds holding NXTE

PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Natural Investments's NXTE Position: Q2 2026 in Review

Natural Investments reduced its AXS Green Alpha ETF (NXTE) stake by 9.8% in Q2 2026, selling an estimated $721K and leaving 141,248 shares worth $7.69M. The position accounts for 1.69% of the portfolio, ranked #12.

Natural Investments first reported a position in NXTE in Q4 2024 and has held it in 6 quarters since. The position peaked at $16.2M in Q2 2025. 6 funds tracked by Wall St. Rank hold NXTE as of Q2 2026.

  • Natural Investments held 141,248 shares of AXS Green Alpha ETF worth $7.69M as of Q2 2026.
  • Natural Investments sold 15,303 AXS Green Alpha ETF shares in Q2 2026, an estimated $721K.
  • AXS Green Alpha ETF made up 1.69% of Natural Investments's portfolio in Q2 2026, its #12 holding.
  • Natural Investments first reported a position in AXS Green Alpha ETF in Q4 2024 and has held it in 6 quarters since.
  • Natural Investments's AXS Green Alpha ETF position peaked at $16.2M in Q2 2025.
  • 6 funds tracked by Wall St. Rank held AXS Green Alpha ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.