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Advus Financial Partners’s iShares Global Energy ETF IXC Stock Holding History

Advus Financial Partners’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,158
Closed -$249K – 233
2024
Q3 		$249K Sell
6,158
-3,259
-35% -$134K 0.07% 190
2024
Q2 		$391K Buy
9,417
+364
+4% +$15.6K 0.12% 114
2024
Q1 		$389K Buy
+9,053
New +$359K 0.12% 113

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Advus Financial Partners's IXC Position: Q4 2024 in Review

Advus Financial Partners sold out of iShares Global Energy ETF (IXC) in Q4 2024, closing a stake of 6,158 shares — an estimated $249K sold.

Advus Financial Partners first reported a position in IXC in Q1 2024 and held it in 3 quarters. The position peaked at $391K in Q2 2024. 376 funds tracked by Wall St. Rank hold IXC as of Q4 2024.

  • Advus Financial Partners reported no remaining iShares Global Energy ETF position as of Q4 2024 after selling out during the quarter.
  • Advus Financial Partners sold 6,158 iShares Global Energy ETF shares in Q4 2024, an estimated $249K.
  • Advus Financial Partners first reported a position in iShares Global Energy ETF in Q1 2024 and held it in 3 quarters.
  • Advus Financial Partners's iShares Global Energy ETF position peaked at $391K in Q2 2024.
  • 376 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q4 2024.

Based on Advus Financial Partners's 13F filing for Q4 2024, filed 25 Aug 2026.