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Atria Wealth Solutions’s iShares Global Comm Services ETF IXP Stock Holding History

Atria Wealth Solutions’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,359
Closed -$229K – 1701
2025
Q1 		$229K Buy
2,359
+142
+6% +$14.3K ﹤0.01% 1642
2024
Q4 		$214K Hold
2,217
– – ﹤0.01% 1790
2024
Q3 		$209K Buy
+2,217
New +$197K ﹤0.01% 1765

Other funds holding IXP

HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atria Wealth Solutions's IXP Position: Q2 2025 in Review

Atria Wealth Solutions sold out of iShares Global Comm Services ETF (IXP) in Q2 2025, closing a stake of 2,359 shares — an estimated $229K sold.

Atria Wealth Solutions first reported a position in IXP in Q3 2024 and held it in 3 quarters. The position peaked at $229K in Q1 2025. 113 funds tracked by Wall St. Rank hold IXP as of Q2 2025.

  • Atria Wealth Solutions reported no remaining iShares Global Comm Services ETF position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,359 iShares Global Comm Services ETF shares in Q2 2025, an estimated $229K.
  • Atria Wealth Solutions first reported a position in iShares Global Comm Services ETF in Q3 2024 and held it in 3 quarters.
  • Atria Wealth Solutions's iShares Global Comm Services ETF position peaked at $229K in Q1 2025.
  • 113 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.