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Aptus Capital Advisors’s iShares Global Energy ETF IXC Stock Holding History

Aptus Capital Advisors’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
2026
Q2 		$1.18M Sell
24,009
-345
-1% -$18.7K 0.01% 594
2026
Q1 		$1.4M Sell
24,354
-2,648
-10% -$132K 0.01% 528
2025
Q4 		$1.13M Buy
27,002
+535
+2% +$22.5K 0.01% 552
2025
Q3 		$1.1M Sell
26,467
-109
-0.4% -$4.44K 0.01% 541
2025
Q2 		$1.04M Sell
26,576
-293
-1% -$11.2K 0.01% 529
2025
Q1 		$1.13M Sell
26,869
-4,127
-13% -$166K 0.01% 489
2024
Q4 		$1.18M Buy
30,996
+1,033
+3% +$42.3K 0.01% 473
2024
Q3 		$1.21M Sell
29,963
-10,732
-26% -$440K 0.02% 374
2024
Q2 		$1.69M Sell
40,695
-27,147
-40% -$1.16M 0.03% 316
2024
Q1 		$2.91M Buy
67,842
+52,524
+343% +$2.08M 0.05% 250
2023
Q4 		$599K Sell
15,318
-81,780
-84% -$3.25M 0.02% 354
2023
Q3 		$4.01M Buy
97,098
+38,194
+65% +$1.51M 0.11% 151
2023
Q2 		$2.19M Buy
58,904
+91
+0.2% +$3.42K 0.05% 223
2023
Q1 		$2.22M Buy
58,813
+43,713
+289% +$1.69M 0.06% 209
2022
Q4 		$589K Hold
15,100
– – 0.02% 331
2022
Q3 		$503K Hold
15,100
– – 0.01% 326
2022
Q2 		$512K Hold
15,100
– – 0.01% 279
2022
Q1 		$546K Hold
15,100
– – 0.01% 297
2021
Q4 		$415K Hold
15,100
– – 0.01% 291
2021
Q3 		$405K Hold
15,100
– – 0.01% 297
2021
Q2 		$402K Hold
15,100
– – 0.01% 297
2021
Q1 		$372K Hold
15,100
– – 0.01% 288
2020
Q4 		$306K Hold
15,100
– – 0.01% 268
2020
Q3 		$247K Hold
15,100
– – 0.01% 272
2020
Q2 		$295K Hold
15,100
– – 0.02% 232
2020
Q1 		$255K Buy
+15,100
New +$377K 0.02% 238

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Aptus Capital Advisors's IXC Position: Q2 2026 in Review

Aptus Capital Advisors reduced its iShares Global Energy ETF (IXC) stake by 1.4% in Q2 2026, selling an estimated $18.7K and leaving 24,009 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #594.

Aptus Capital Advisors first reported a position in IXC in Q1 2020 and has held it in 26 quarters since. The position peaked at $4.01M in Q3 2023. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

  • Aptus Capital Advisors held 24,009 shares of iShares Global Energy ETF worth $1.18M as of Q2 2026.
  • Aptus Capital Advisors sold 345 iShares Global Energy ETF shares in Q2 2026, an estimated $18.7K.
  • iShares Global Energy ETF made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #594 holding.
  • Aptus Capital Advisors first reported a position in iShares Global Energy ETF in Q1 2020 and has held it in 26 quarters since.
  • Aptus Capital Advisors's iShares Global Energy ETF position peaked at $4.01M in Q3 2023.
  • 333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.