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Atria Wealth Solutions’s iShares Global Financials ETF IXG Stock Holding History

Atria Wealth Solutions’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-15,223
Closed -$1.21M – 1766
2022
Q1 		$1.21M Buy
+15,223
New +$1.23M 0.02% 649

Other funds holding IXG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWA
Outlook Wealth Advisors Shenandoah, Texas $413M AUM 19.55% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Atria Wealth Solutions's IXG Position: Q2 2022 in Review

Atria Wealth Solutions sold out of iShares Global Financials ETF (IXG) in Q2 2022, closing a stake of 15,223 shares — an estimated $1.21M sold.

Atria Wealth Solutions first reported a position in IXG in Q1 2022 and held it in 1 quarter. The position peaked at $1.21M in Q1 2022. 171 funds tracked by Wall St. Rank hold IXG as of Q2 2022.

  • Atria Wealth Solutions reported no remaining iShares Global Financials ETF position as of Q2 2022 after selling out during the quarter.
  • Atria Wealth Solutions sold 15,223 iShares Global Financials ETF shares in Q2 2022, an estimated $1.21M.
  • Atria Wealth Solutions first reported a position in iShares Global Financials ETF in Q1 2022 and held it in 1 quarter.
  • Atria Wealth Solutions's iShares Global Financials ETF position peaked at $1.21M in Q1 2022.
  • 171 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2022.

Based on Atria Wealth Solutions's 13F filing for Q2 2022, filed 15 Aug 2022.