SPIA
NVII

Steward Partners Investment Advisory’s REX NVDA Growth & Income ETF NVII Stock Holding History

Steward Partners Investment Advisory’s Portfolio NVII Stock Details NVII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-375
Closed -$10.6K – 4600
2025
Q4 		$10.6K Buy
+375
New +$11.3K ﹤0.01% 3424

Other funds holding NVII

OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $37.1M AUM 20.75% 1-Year Est. Return

Steward Partners Investment Advisory's NVII Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of REX NVDA Growth & Income ETF (NVII) in Q1 2026, closing a stake of 375 shares — an estimated $10.6K sold.

Steward Partners Investment Advisory first reported a position in NVII in Q4 2025 and held it in 1 quarter. The position peaked at $10.6K in Q4 2025. 6 funds tracked by Wall St. Rank hold NVII as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining REX NVDA Growth & Income ETF position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 375 REX NVDA Growth & Income ETF shares in Q1 2026, an estimated $10.6K.
  • Steward Partners Investment Advisory first reported a position in REX NVDA Growth & Income ETF in Q4 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's REX NVDA Growth & Income ETF position peaked at $10.6K in Q4 2025.
  • 6 funds tracked by Wall St. Rank held REX NVDA Growth & Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.