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Advus Financial Partners’s iShares Global Tech ETF IXN Stock Holding History

Advus Financial Partners’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-7,356
Closed -$330K – 156
2022
Q4 		$330K Sell
7,356
-2,762
-27% -$126K 0.14% 95
2022
Q3 		$427K Sell
10,118
-3,695
-27% -$180K 0.23% 68
2022
Q2 		$631K Buy
13,813
+2,100
+18% +$106K 0.33% 46
2022
Q1 		$679K Buy
+11,713
New +$676K 0.35% 49
2021
Q3 		$326K Buy
+5,070
New +$297K 0.18% 67

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Advus Financial Partners's IXN Position: Q1 2023 in Review

Advus Financial Partners sold out of iShares Global Tech ETF (IXN) in Q1 2023, closing a stake of 7,356 shares — an estimated $330K sold.

Advus Financial Partners first reported a position in IXN in Q3 2021 and held it in 5 quarters. The position peaked at $679K in Q1 2022. 360 funds tracked by Wall St. Rank hold IXN as of Q1 2023.

  • Advus Financial Partners reported no remaining iShares Global Tech ETF position as of Q1 2023 after selling out during the quarter.
  • Advus Financial Partners sold 7,356 iShares Global Tech ETF shares in Q1 2023, an estimated $330K.
  • Advus Financial Partners first reported a position in iShares Global Tech ETF in Q3 2021 and held it in 5 quarters.
  • Advus Financial Partners's iShares Global Tech ETF position peaked at $679K in Q1 2022.
  • 360 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2023.

Based on Advus Financial Partners's 13F filing for Q1 2023, filed 25 Aug 2026.