Soltis Investment Advisors’s Nvni Group NVNI Stock Holding History

Soltis Investment Advisors’s Portfolio NVNI Stock Details NVNI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.5K	Hold	17,366	–	–	﹤0.01%	644
2026 Q1	$20K	Hold	17,366	–	–	﹤0.01%	573
2025 Q4	$46K	Sell	17,366 -1	-0%	-$3	﹤0.01%	521
2025 Q3	$144K	Hold	17,367	–	–	0.01%	461
2025 Q2	$51.5K	Buy	17,367 +5,734	+49%	+$18.1K	﹤0.01%	388
2025 Q1	$24.9K	Buy	11,633 +8,633	+288%	+$186K	﹤0.01%	367
2024 Q4	$73.5K	Hold	3,000	–	–	0.01%	365
2024 Q3	$25.4K	Hold	3,000	–	–	﹤0.01%	363
2024 Q2	$31.2K	Hold	3,000	–	–	﹤0.01%	331
2024 Q1	$56.7K	Hold	3,000	–	–	0.01%	296
2023 Q4	$44.7K	Buy	+3,000	New	+$74.9K	0.01%	281

Other funds holding NVNI

DWM

Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

T2I

Turim 21 Investimentos Rio De Janeiro, Brazil $613M AUM 14.25% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

CVM

Cheviot Value Management Beverly Hills, California $984M AUM 24.46% 1-Year Est. Return

Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Soltis Investment Advisors's NVNI Position: Q2 2026 in Review

Soltis Investment Advisors held its Nvni Group (NVNI) position steady in Q2 2026 at 17,366 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Soltis Investment Advisors first reported a position in NVNI in Q4 2023 and has held it in 11 quarters since. The position peaked at $144K in Q3 2025. 12 funds tracked by Wall St. Rank hold NVNI as of Q2 2026.

Soltis Investment Advisors held 17,366 shares of Nvni Group worth $16.5K as of Q2 2026.
Soltis Investment Advisors left its Nvni Group share count unchanged in Q2 2026.
Nvni Group made up ﹤0.01% of Soltis Investment Advisors's portfolio in Q2 2026, its #644 holding.
Soltis Investment Advisors first reported a position in Nvni Group in Q4 2023 and has held it in 11 quarters since.
Soltis Investment Advisors's Nvni Group position peaked at $144K in Q3 2025.
12 funds tracked by Wall St. Rank held Nvni Group as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.