Advisors Preferred’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Advisors Preferred’s Portfolio IEO Stock Details IEO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-474	Closed	-$41.8K	–	228
2022 Q4	$41.8K	Sell	474 -811	-63%	-$78.7K	0.02%	123
2022 Q3	$114K	Buy	1,285 +387	+43%	+$32.9K	0.06%	91
2022 Q2	$70K	Buy	898 +510	+131%	+$45.2K	0.02%	122
2022 Q1	$33K	Sell	388 -180	-32%	-$13.5K	﹤0.01%	141
2021 Q4	$36K	Buy	+568	New	+$35.6K	﹤0.01%	157
2021 Q3	–	Sell	-1,380	Closed	-$81K	–	202
2021 Q2	$81K	Buy	1,380 +125	+10%	+$6.62K	0.01%	167
2021 Q1	$64K	Buy	+1,255	New	+$56.6K	0.01%	144
2018 Q4	–	Sell	-249	Closed	-$19K	–	164
2018 Q3	$19K	Buy	+249	New	+$18.5K	0.01%	177
2017 Q1	–	Sell	-1,015	Closed	-$66K	–	235
2016 Q4	$66K	Buy	+1,015	New	+$63.6K	0.03%	118
2014 Q3	–	Sell	-14,224	Closed	-$1.38M	–	281
2014 Q2	$1.38M	Buy	14,224 +6,823	+92%	+$626K	0.7%	46
2014 Q1	$630K	Buy	+7,401	New	+$603K	0.29%	89

Other funds holding IEO

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Advisors Preferred's IEO Position: Q1 2023 in Review

Advisors Preferred sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q1 2023, closing a stake of 474 shares — an estimated $41.8K sold.

Advisors Preferred first reported a position in IEO in Q1 2014 and held it in 11 quarters. The position peaked at $1.38M in Q2 2014. 165 funds tracked by Wall St. Rank hold IEO as of Q1 2023.

Advisors Preferred reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q1 2023 after selling out during the quarter.
Advisors Preferred sold 474 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2023, an estimated $41.8K.
Advisors Preferred first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2014 and held it in 11 quarters.
Advisors Preferred's iShares US Oil & Gas Exploration & Production ETF position peaked at $1.38M in Q2 2014.
165 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2023.

Based on Advisors Preferred's 13F filing for Q1 2023, filed 3 May 2023.