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Novonix Limited Sponsored shares owned by UMA Financial Services

Quarter-by-quarter ownership of Novonix Limited Sponsored (NVX) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Novonix Limited Sponsored

Tip: Access up to 7 years of quarterly data

All positions including Novonix Limited Sponsored held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Novonix Limited Sponsored by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $497 492 1.01

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Novonix Limited Sponsored

UBS Group
Jane Street
Susquehanna International
Marshall Wace
Millennium Management
XTX Topco
Citadel Advisors
Quadrature Capital
Virtu Financial
XY Capital
JustInvest
Simplex Trading
Old Mission Capital
Southeast Asset Advisors
GK Wealth Management

View all funds holding Novonix Limited Sponsored