NWA
GIAX

Navis Wealth Advisors’s Nicholas Global Equity and Income ETF GIAX Stock Holding History

Navis Wealth Advisors’s Portfolio GIAX Stock Details GIAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.13M Buy
+65,243
New +$1.09M 0.43% 48

Other funds holding GIAX

BCM
BluePath Capital Management Atlanta, Georgia $182M AUM 38.9% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
SHF
Safe Harbor Fiduciary Pensacola, Florida $128M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WWA
Wealth Watch Advisors Englewood, Colorado $308M AUM 26.77% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

Navis Wealth Advisors's GIAX Position: Q2 2026 in Review

Navis Wealth Advisors opened a new position in Nicholas Global Equity and Income ETF (GIAX) in Q2 2026: 65,243 shares worth $1.13M. The stake represents 0.43% of the portfolio and ranks #48 among its holdings.

15 funds tracked by Wall St. Rank hold GIAX as of Q2 2026.

  • Navis Wealth Advisors held 65,243 shares of Nicholas Global Equity and Income ETF worth $1.13M as of Q2 2026.
  • Nicholas Global Equity and Income ETF was a new Navis Wealth Advisors position in Q2 2026.
  • Nicholas Global Equity and Income ETF made up 0.43% of Navis Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • 15 funds tracked by Wall St. Rank held Nicholas Global Equity and Income ETF as of Q2 2026.

Based on Navis Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.