Avantax Advisory Services’s iShares Global Financials ETF IXG Stock Holding History

Avantax Advisory Services’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	-4,445	Closed	-$353K	–	1347
2022 Q1	$353K	Sell	4,445 -10,746	-71%	-$868K	﹤0.01%	930
2021 Q4	$1.22M	Buy	15,191 +488	+3%	+$39.5K	0.02%	472
2021 Q3	$1.15M	Buy	14,703 +5,947	+68%	+$466K	0.02%	447
2021 Q2	$678K	Buy	+8,756	New	+$683K	0.01%	583

Other funds holding IXG

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Avantax Advisory Services's IXG Position: Q2 2022 in Review

Avantax Advisory Services sold out of iShares Global Financials ETF (IXG) in Q2 2022, closing a stake of 4,445 shares — an estimated $353K sold.

Avantax Advisory Services first reported a position in IXG in Q2 2021 and held it in 4 quarters. The position peaked at $1.22M in Q4 2021. 171 funds tracked by Wall St. Rank hold IXG as of Q2 2022.

Avantax Advisory Services reported no remaining iShares Global Financials ETF position as of Q2 2022 after selling out during the quarter.
Avantax Advisory Services sold 4,445 iShares Global Financials ETF shares in Q2 2022, an estimated $353K.
Avantax Advisory Services first reported a position in iShares Global Financials ETF in Q2 2021 and held it in 4 quarters.
Avantax Advisory Services's iShares Global Financials ETF position peaked at $1.22M in Q4 2021.
171 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q2 2022.

Based on Avantax Advisory Services's 13F filing for Q2 2022, filed 2 Aug 2022.