Avantax Advisory Services’s iShares Global Energy ETF IXC Stock Holding History

Avantax Advisory Services’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 Q2	$4.33M	Buy	110,300 +3,947	+4%	+$151K	0.02%	494
2025 Q1	$4.47M	Sell	106,353 -8,951	-8%	-$359K	0.03%	449
2024 Q4	$4.4M	Buy	115,304 +5,967	+5%	+$244K	0.03%	443
2024 Q3	$4.43M	Buy	109,337 +819	+0.8%	+$33.6K	0.03%	419
2024 Q2	$4.5M	Sell	108,518 -39,095	-26%	-$1.68M	0.03%	403
2024 Q1	$6.34M	Buy	147,613 +6,567	+5%	+$260K	0.06%	254
2023 Q4	$5.52M	Buy	141,046 +47,762	+51%	+$1.9M	0.05%	263
2023 Q3	$3.85M	Buy	93,284 +83	+0.1%	+$3.29K	0.04%	305
2023 Q2	$3.47M	Sell	93,201 -4,325	-4%	-$163K	0.04%	323
2023 Q1	$3.68M	Buy	97,526 +745	+0.8%	+$28.8K	0.05%	304
2022 Q4	$3.77M	Buy	96,781 +5,335	+6%	+$209K	0.05%	277
2022 Q3	$3.05M	Sell	91,446 -50,972	-36%	-$1.79M	0.05%	290
2022 Q2	$4.83M	Buy	142,418 +53,742	+61%	+$2.01M	0.07%	204
2022 Q1	$3.2M	Buy	88,676 +7,904	+10%	+$263K	0.04%	286
2021 Q4	$2.22M	Buy	80,772 +7,554	+10%	+$214K	0.03%	347
2021 Q3	$1.96M	Buy	73,218 +4,187	+6%	+$105K	0.03%	338
2021 Q2	$1.83M	Buy	69,031 +12,004	+21%	+$312K	0.03%	347
2021 Q1	$1.41M	Buy	57,027 +14,447	+34%	+$341K	0.03%	364
2020 Q4	$862K	Sell	42,580 -74,733	-64%	-$1.4M	0.02%	405
2020 Q3	$1.92M	Buy	117,313 +102,041	+668%	+$1.93M	0.03%	372
2020 Q2	$299K	Buy	15,272 +2,859	+23%	+$55.8K	0.01%	636
2020 Q1	$207K	Buy	+12,413	New	+$310K	0.01%	707

Other funds holding IXC

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

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

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

ECM

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

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

VCM

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

VCM

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

Avantax Advisory Services's IXC Position: Q2 2025 in Review

Avantax Advisory Services increased its iShares Global Energy ETF (IXC) stake by 3.7% in Q2 2025, buying an estimated $151K and bringing the position to 110,300 shares worth $4.33M. The position accounts for 0.02% of the portfolio, ranked #494.

Avantax Advisory Services first reported a position in IXC in Q1 2020 and has held it in 22 quarters since. The position peaked at $6.34M in Q1 2024. 290 funds tracked by Wall St. Rank hold IXC as of Q2 2025.

Avantax Advisory Services held 110,300 shares of iShares Global Energy ETF worth $4.33M as of Q2 2025.
Avantax Advisory Services bought 3,947 iShares Global Energy ETF shares in Q2 2025, an estimated $151K.
iShares Global Energy ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #494 holding.
Avantax Advisory Services first reported a position in iShares Global Energy ETF in Q1 2020 and has held it in 22 quarters since.
Avantax Advisory Services's iShares Global Energy ETF position peaked at $6.34M in Q1 2024.
290 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.