Advisors Preferred’s iShares US Utilities ETF IDU Stock Holding History

Advisors Preferred’s Portfolio IDU Stock Details IDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-2,334	Closed	-$237K	–	244
2025 Q1	$237K	Buy	+2,334	New	+$233K	0.03%	197
2024 Q4	–	Sell	-1,596	Closed	-$164K	–	232
2024 Q3	$164K	Buy	+1,596	New	+$151K	0.03%	160
2023 Q2	–	Sell	-71	Closed	-$5.9K	–	203
2023 Q1	$5.9K	Sell	71 -715	-91%	-$59.7K	﹤0.01%	191
2022 Q4	$68K	Buy	+786	New	+$66K	0.03%	115
2020 Q2	–	Sell	-64	Closed	-$4K	–	150
2020 Q1	$4K	Buy	+64	New	+$5.11K	﹤0.01%	117
2019 Q3	–	Sell	-1,318	Closed	-$99K	–	249
2019 Q2	$99K	Buy	1,318 +612	+87%	+$45.4K	0.03%	109
2019 Q1	$52K	Buy	+706	New	+$49.8K	0.02%	149
2016 Q3	–	Sell	-318	Closed	-$21K	–	214
2016 Q2	$21K	Sell	318 -368	-54%	-$22.7K	0.01%	133
2016 Q1	$42K	Buy	+686	New	+$39.5K	0.02%	100
2015 Q4	–	Sell	-246	Closed	-$13K	–	227
2015 Q3	$13K	Buy	+246	New	+$13.2K	0.01%	129
2015 Q2	–	Sell	-264	Closed	-$14.8K	–	239
2015 Q1	$14.8K	Buy	+264	New	+$15.3K	0.01%	192
2014 Q2	–	Sell	-32,700	Closed	-$1.7M	–	372
2014 Q1	$1.7M	Buy	+32,700	New	+$1.62M	0.78%	48

Other funds holding IDU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFA

Camarda Financial Advisors Fleming Island, Florida $190M AUM 48.71% 1-Year Est. Return

LIA

LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return

Advisors Preferred's IDU Position: Q2 2025 in Review

Advisors Preferred sold out of iShares US Utilities ETF (IDU) in Q2 2025, closing a stake of 2,334 shares — an estimated $237K sold.

Advisors Preferred first reported a position in IDU in Q1 2014 and held it in 12 quarters. The position peaked at $1.7M in Q1 2014. 264 funds tracked by Wall St. Rank hold IDU as of Q2 2025.

Advisors Preferred reported no remaining iShares US Utilities ETF position as of Q2 2025 after selling out during the quarter.
Advisors Preferred sold 2,334 iShares US Utilities ETF shares in Q2 2025, an estimated $237K.
Advisors Preferred first reported a position in iShares US Utilities ETF in Q1 2014 and held it in 12 quarters.
Advisors Preferred's iShares US Utilities ETF position peaked at $1.7M in Q1 2014.
264 funds tracked by Wall St. Rank held iShares US Utilities ETF as of Q2 2025.

Based on Advisors Preferred's 13F filing for Q2 2025, filed 5 Aug 2025.