Steward Partners Investment Advisory, LLC NVII β€” REX ETF TR

Ownership history in Steward Partners Investment Advisory, LLC  Β·  1 quarter on record

AI Ownership Summary

Steward Partners Investment Advisory, LLC reported REX ETF TR (NVII) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. The latest visible filing shows NVII at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NVII ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Steward Partners Investment Advisory, LLC's position in REX ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

NVII was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Steward Partners Investment Advisory, LLC held NVII β€” position size vs. price
% of Fund (quarterly)    NVII price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED β€” β€” β€” 375 β€” β€” 0.00% $11K 2026-02-12 $21.30

🏒 Other funds also holding NVII

As of 2026 Q2 β€” sorted by position size

Falcon Wealth Planning 3Y 0.01% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.0%

FAQ About Steward Partners Investment Advisory, LLC and NVII

These are the practical questions this page is built to answer before you even open the full history table.

How long has Steward Partners Investment Advisory, LLC reported owning NVII?

Steward Partners Investment Advisory, LLC reported NVII across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported NVII position in Steward Partners Investment Advisory, LLC's portfolio?

The largest reported portfolio weight for NVII was 0.00% in 2025 Q4.

What is the latest reported NVII position on this page?

The most recent filing on this page is 2025 Q4, when Steward Partners Investment Advisory, LLC reported 375 shares, equal to 0.00% of portfolio, with an estimated market value of $11K.

What does the chart on this NVII ownership page compare?

The chart compares Steward Partners Investment Advisory, LLC's quarterly NVII portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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