Truist Financial
NXTE icon

Truist Financial’s AXS Green Alpha ETF NXTE Stock Holding History

Truist Financial’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
2024
Q4 		– Sell
-16,464
Closed -$557K – 2594
2024
Q3 		$557K Sell
16,464
-31,718
-66% -$1.04M ﹤0.01% 1803
2024
Q2 		$1.59M Sell
48,182
-1,456
-3% -$47.4K ﹤0.01% 1385
2024
Q1 		$1.64M Buy
49,638
+3,041
+7% +$98.5K ﹤0.01% 1377
2023
Q4 		$1.54M Buy
46,597
+11,848
+34% +$343K ﹤0.01% 1388
2023
Q3 		$981K Buy
34,749
+7,124
+26% +$222K ﹤0.01% 1579
2023
Q2 		$895K Buy
27,625
+1,673
+6% +$52.3K ﹤0.01% 1641
2023
Q1 		$830K Hold
25,952
– – ﹤0.01% 1666
2022
Q4 		$760K Buy
+25,952
New +$797K ﹤0.01% 1690

Other funds holding NXTE

NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $10.3B AUM 25.54% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $149M AUM 118.1% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Truist Financial's NXTE Position: Q4 2024 in Review

Truist Financial sold out of AXS Green Alpha ETF (NXTE) in Q4 2024, closing a stake of 16,464 shares — an estimated $557K sold.

Truist Financial first reported a position in NXTE in Q4 2022 and held it in 8 quarters. The position peaked at $1.64M in Q1 2024. 14 funds tracked by Wall St. Rank hold NXTE as of Q4 2024.

  • Truist Financial reported no remaining AXS Green Alpha ETF position as of Q4 2024 after selling out during the quarter.
  • Truist Financial sold 16,464 AXS Green Alpha ETF shares in Q4 2024, an estimated $557K.
  • Truist Financial first reported a position in AXS Green Alpha ETF in Q4 2022 and held it in 8 quarters.
  • Truist Financial's AXS Green Alpha ETF position peaked at $1.64M in Q1 2024.
  • 14 funds tracked by Wall St. Rank held AXS Green Alpha ETF as of Q4 2024.

Based on Truist Financial's 13F filing for Q4 2024, filed 31 Jan 2025.