Advisors Preferred’s iShares Global 100 ETF IOO Stock Holding History

Advisors Preferred’s Portfolio IOO Stock Details IOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-569	Closed	-$45.4K	–	229
2023 Q4	$45.4K	Hold	569	–	–	0.01%	173
2023 Q3	$41.8K	Hold	569	–	–	0.01%	150
2023 Q2	$43.2K	Hold	569	–	–	0.01%	118
2023 Q1	$40.2K	Buy	+569	New	+$38.2K	0.01%	122
2022 Q3	–	Sell	-1,789	Closed	-$115K	–	163
2022 Q2	$115K	Sell	1,789 -4,399	-71%	-$305K	0.03%	117
2022 Q1	$472K	Buy	+6,188	New	+$464K	0.04%	96

Other funds holding IOO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.2B AUM 15.23% 1-Year Est. Return

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

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

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

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

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

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

Advisors Preferred's IOO Position: Q1 2024 in Review

Advisors Preferred sold out of iShares Global 100 ETF (IOO) in Q1 2024, closing a stake of 569 shares — an estimated $45.4K sold.

Advisors Preferred first reported a position in IOO in Q1 2022 and held it in 6 quarters. The position peaked at $472K in Q1 2022. 258 funds tracked by Wall St. Rank hold IOO as of Q1 2024.

Advisors Preferred reported no remaining iShares Global 100 ETF position as of Q1 2024 after selling out during the quarter.
Advisors Preferred sold 569 iShares Global 100 ETF shares in Q1 2024, an estimated $45.4K.
Advisors Preferred first reported a position in iShares Global 100 ETF in Q1 2022 and held it in 6 quarters.
Advisors Preferred's iShares Global 100 ETF position peaked at $472K in Q1 2022.
258 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q1 2024.

Based on Advisors Preferred's 13F filing for Q1 2024, filed 8 May 2024.