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Sowell Financial Services’s AXS Green Alpha ETF NXTE Stock Holding History

Sowell Financial Services’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
-23,023
Closed -$746K – 578
2023
Q2 		$746K Buy
+23,023
New +$720K 0.04% 402

Other funds holding NXTE

MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $149M AUM 118.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Sowell Financial Services's NXTE Position: Q3 2023 in Review

Sowell Financial Services sold out of AXS Green Alpha ETF (NXTE) in Q3 2023, closing a stake of 23,023 shares — an estimated $746K sold.

Sowell Financial Services first reported a position in NXTE in Q2 2023 and held it in 1 quarter. The position peaked at $746K in Q2 2023. 9 funds tracked by Wall St. Rank hold NXTE as of Q3 2023.

  • Sowell Financial Services reported no remaining AXS Green Alpha ETF position as of Q3 2023 after selling out during the quarter.
  • Sowell Financial Services sold 23,023 AXS Green Alpha ETF shares in Q3 2023, an estimated $746K.
  • Sowell Financial Services first reported a position in AXS Green Alpha ETF in Q2 2023 and held it in 1 quarter.
  • Sowell Financial Services's AXS Green Alpha ETF position peaked at $746K in Q2 2023.
  • 9 funds tracked by Wall St. Rank held AXS Green Alpha ETF as of Q3 2023.

Based on Sowell Financial Services's 13F filing for Q3 2023, filed 8 Nov 2023.