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 $405M AUM 19.08% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.6B AUM 18.87% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $189M AUM 19.77% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $102M AUM 59.84% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return