Position in AXIAY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$231,126
+$231,126 QoQ
Shares Held
21,887
+17.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 67 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AXIAY Over Time
Shares Held
Position Value (USD)
Position in Utilities - Renewable
Utilities · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $10,258,298 across 5 Utilities - Renewable names. AXIAY ranks #5 (2.3% of the industry book) .
All Filings in AXIAY
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $231,126 | 21,887 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | — | 18,654 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | — | 17,852 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | — | 17,829 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | — | 17,500 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | — | 16,998 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | — | 21,755 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | — | 16,666 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | — | 19,933 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | — | 19,578 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | — | 15,938 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | — | 15,237 | Shares | Sole | 2023-08-08 | |
| No filing history on record for this holder in this stock. | ||||||