Advisors Preferred’s iShares US Energy ETF IYE Stock Holding History

Advisors Preferred’s Portfolio IYE Stock Details IYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,009	Closed	-$130K	–	275
2026 Q1	$130K	Buy	+2,009	New	+$114K	0.02%	188
2023 Q2	–	Sell	-541	Closed	-$24.7K	–	216
2023 Q1	$24.7K	Sell	541 -1,356	-71%	-$61.4K	0.01%	139
2022 Q4	$84.7K	Buy	+1,897	New	+$88.7K	0.04%	114
2022 Q2	–	Sell	-2,000	Closed	-$83K	–	163
2022 Q1	$83K	Sell	2,000 -750	-27%	-$27.6K	0.01%	128
2021 Q4	$85K	Buy	+2,750	New	+$84.6K	0.01%	148
2021 Q3	–	Sell	-1,256	Closed	-$37K	–	210
2021 Q2	$37K	Buy	1,256 +5	+0.4%	+$139	﹤0.01%	179
2021 Q1	$34K	Buy	+1,251	New	+$30.8K	﹤0.01%	152
2019 Q1	–	Sell	-69	Closed	-$2K	–	220
2018 Q4	$2K	Buy	+69	New	+$2.54K	﹤0.01%	121
2014 Q1	–	Sell	-3,879	Closed	-$195K	–	387
2013 Q4	$195K	Buy	+3,879	New	+$190K	0.11%	101

Other funds holding IYE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TSW

Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisors Preferred's IYE Position: Q2 2026 in Review

Advisors Preferred sold out of iShares US Energy ETF (IYE) in Q2 2026, closing a stake of 2,009 shares — an estimated $130K sold.

Advisors Preferred first reported a position in IYE in Q4 2013 and held it in 9 quarters. The position peaked at $195K in Q4 2013. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Advisors Preferred reported no remaining iShares US Energy ETF position as of Q2 2026 after selling out during the quarter.
Advisors Preferred sold 2,009 iShares US Energy ETF shares in Q2 2026, an estimated $130K.
Advisors Preferred first reported a position in iShares US Energy ETF in Q4 2013 and held it in 9 quarters.
Advisors Preferred's iShares US Energy ETF position peaked at $195K in Q4 2013.
325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on Advisors Preferred's 13F filing for Q2 2026, filed 11 Aug 2026.