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

American Portfolios Advisors’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
2022 Q3	$84.5K	Hold	1,015	–	–	﹤0.01%	1447
2022 Q2	$79K	Sell	1,015 -42	-4%	-$3.72K	﹤0.01%	1525
2022 Q1	$89.1K	Buy	1,057 +544	+106%	+$40.7K	﹤0.01%	1580
2021 Q4	$31.4K	Buy	513 +249	+94%	+$15.6K	﹤0.01%	2109
2021 Q3	$15.3K	Sell	264 -289	-52%	-$15.1K	﹤0.01%	2388
2021 Q2	$31.7K	Buy	+553	New	+$29.3K	﹤0.01%	1979

Other funds holding IEO

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

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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

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

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

American Portfolios Advisors's IEO Position: Q3 2022 in Review

American Portfolios Advisors held its iShares US Oil & Gas Exploration & Production ETF (IEO) position steady in Q3 2022 at 1,015 shares worth $84.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

American Portfolios Advisors first reported a position in IEO in Q2 2021 and has held it in 6 quarters since. The position peaked at $89.1K in Q1 2022. 163 funds tracked by Wall St. Rank hold IEO as of Q3 2022.

American Portfolios Advisors held 1,015 shares of iShares US Oil & Gas Exploration & Production ETF worth $84.5K as of Q3 2022.
American Portfolios Advisors left its iShares US Oil & Gas Exploration & Production ETF share count unchanged in Q3 2022.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1447 holding.
American Portfolios Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2021 and has held it in 6 quarters since.
American Portfolios Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $89.1K in Q1 2022.
163 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.