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 Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

Jane Street New York $1.21T AUM 78.12% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Wealth Solutions's IXC Position: Q1 2025 in Review

Atria Wealth Solutions sold out of iShares Global Energy ETF (IXC) in Q1 2025, closing a stake of 6,623 shares — an estimated $253K sold.

Atria Wealth Solutions first reported a position in IXC in Q2 2022 and held it in 8 quarters. The position peaked at $5.21M in Q4 2023. 323 funds tracked by Wall St. Rank hold IXC as of Q1 2025.

Atria Wealth Solutions reported no remaining iShares Global Energy ETF position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 6,623 iShares Global Energy ETF shares in Q1 2025, an estimated $253K.
Atria Wealth Solutions first reported a position in iShares Global Energy ETF in Q2 2022 and held it in 8 quarters.
Atria Wealth Solutions's iShares Global Energy ETF position peaked at $5.21M in Q4 2023.
323 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.