Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
– Sell
-21,348
Closed -$73.2K – 961
2025
Q2
$73.2K Buy
21,348
+2,270
+12% +$8.46K ﹤0.01% 874
2025
Q1
$72.7K Buy
19,078
+6,990
+58% +$30.8K ﹤0.01% 825
2024
Q4
$52.7K Buy
+12,088
New +$61.5K ﹤0.01% 798
2023
Q1
– Sell
-650
Closed -$6.34K – 1205
2022
Q4
$6.34K Buy
+650
New +$7.49K ﹤0.01% 1344

Other funds holding NIO

U.S. Capital Wealth Advisors's NIO Position: Q3 2025 in Review

U.S. Capital Wealth Advisors sold out of NIO (NIO) in Q3 2025, closing a stake of 21,348 shares — an estimated $73.2K sold.

U.S. Capital Wealth Advisors first reported a position in NIO in Q4 2022 and held it in 4 quarters. The position peaked at $73.2K in Q2 2025. 410 funds tracked by Wall St. Rank hold NIO as of Q3 2025.

  • U.S. Capital Wealth Advisors reported no remaining NIO position as of Q3 2025 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 21,348 NIO shares in Q3 2025, an estimated $73.2K.
  • U.S. Capital Wealth Advisors first reported a position in NIO in Q4 2022 and held it in 4 quarters.
  • U.S. Capital Wealth Advisors's NIO position peaked at $73.2K in Q2 2025.
  • 410 funds tracked by Wall St. Rank held NIO as of Q3 2025.

Based on U.S. Capital Wealth Advisors's 13F filing for Q3 2025, filed 9 Oct 2025.