Atria Wealth Solutions’s iShares Global Energy ETF IXC Stock Holding History

Atria Wealth Solutions’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
2025 Q1	–	Sell	-6,623	Closed	-$253K	–	1974
2024 Q4	$253K	Buy	6,623 +507	+8%	+$20.8K	﹤0.01%	1659
2024 Q3	$248K	Buy	6,116 +512	+9%	+$21K	﹤0.01%	1633
2024 Q2	$233K	Sell	5,604 -90,247	-94%	-$3.87M	﹤0.01%	1665
2024 Q1	$4.12M	Sell	95,851 -37,267	-28%	-$1.48M	0.05%	393
2023 Q4	$5.21M	Buy	+133,118	New	+$5.29M	0.07%	301
2023 Q3	–	Sell	-48,185	Closed	-$1.79M	–	1921
2023 Q2	$1.79M	Sell	48,185 -1,351	-3%	-$50.8K	0.02%	604
2023 Q1	$1.87M	Buy	+49,536	New	+$1.91M	0.03%	566
2022 Q3	–	Sell	-5,933	Closed	-$201K	–	1804
2022 Q2	$201K	Buy	+5,933	New	+$222K	﹤0.01%	1462

Other funds holding IXC

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America

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

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return