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North Berkeley Wealth Management’s AXS Green Alpha ETF NXTE Stock Holding History

North Berkeley Wealth Management’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 		$2.34M Sell
42,913
-2,285
-5% -$108K 0.94% 23
2026
Q1 		$1.77M Buy
45,198
+145
+0.3% +$5.97K 0.94% 25
2025
Q4 		$1.74M Sell
45,053
-780
-2% -$30.6K 1.03% 22
2025
Q3 		$1.76M Sell
45,833
-757
-2% -$27K 1.39% 16
2025
Q2 		$1.58M Sell
46,590
-2,254
-5% -$70K 1.45% 15
2025
Q1 		$1.45M Buy
48,844
+1,346
+3% +$43.5K 1.51% 12
2024
Q4 		$1.51M Buy
+47,498
New +$1.57M 1.53% 11

Other funds holding NXTE

NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 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

North Berkeley Wealth Management's NXTE Position: Q2 2026 in Review

North Berkeley Wealth Management reduced its AXS Green Alpha ETF (NXTE) stake by 5.1% in Q2 2026, selling an estimated $108K and leaving 42,913 shares worth $2.34M. The position accounts for 0.94% of the portfolio, ranked #23.

North Berkeley Wealth Management first reported a position in NXTE in Q4 2024 and has held it in 7 quarters since. 6 funds tracked by Wall St. Rank hold NXTE as of Q2 2026.

  • North Berkeley Wealth Management held 42,913 shares of AXS Green Alpha ETF worth $2.34M as of Q2 2026.
  • North Berkeley Wealth Management sold 2,285 AXS Green Alpha ETF shares in Q2 2026, an estimated $108K.
  • AXS Green Alpha ETF made up 0.94% of North Berkeley Wealth Management's portfolio in Q2 2026, its #23 holding.
  • North Berkeley Wealth Management first reported a position in AXS Green Alpha ETF in Q4 2024 and has held it in 7 quarters since.
  • 6 funds tracked by Wall St. Rank held AXS Green Alpha ETF as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.