AAS
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Avantax Advisory Services’s iShares Global Comm Services ETF IXP Stock Holding History

Avantax Advisory Services’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 		$1.97M Sell
17,542
-2,060
-11% -$210K 0.01% 805
2025
Q1 		$1.9M Sell
19,602
-277
-1% -$28K 0.01% 762
2024
Q4 		$1.92M Sell
19,879
-9
-0% -$867 0.01% 729
2024
Q3 		$1.87M Sell
19,888
-134
-0.7% -$11.9K 0.01% 728
2024
Q2 		$1.78M Sell
20,022
-540
-3% -$46.4K 0.01% 704
2024
Q1 		$1.73M Sell
20,562
-865
-4% -$69.3K 0.02% 573
2023
Q4 		$1.6M Sell
21,427
-537
-2% -$38.2K 0.02% 575
2023
Q3 		$1.5M Sell
21,964
-384
-2% -$26.7K 0.02% 555
2023
Q2 		$1.53M Sell
22,348
-1,541
-6% -$102K 0.02% 549
2023
Q1 		$1.53M Buy
23,889
+250
+1% +$15.2K 0.02% 520
2022
Q4 		$1.29M Sell
23,639
-10
-0% -$540 0.02% 545
2022
Q3 		$1.24M Buy
23,649
+1,055
+5% +$63.6K 0.02% 498
2022
Q2 		$1.38M Sell
22,594
-986
-4% -$65.5K 0.02% 465
2022
Q1 		$1.74M Buy
23,580
+300
+1% +$22.8K 0.02% 411
2021
Q4 		$1.91M Buy
23,280
+845
+4% +$71.2K 0.03% 375
2021
Q3 		$1.9M Buy
22,435
+2,001
+10% +$175K 0.03% 346
2021
Q2 		$1.77M Buy
20,434
+2,661
+15% +$225K 0.03% 357
2021
Q1 		$1.43M Buy
17,773
+7,947
+81% +$627K 0.03% 361
2020
Q4 		$726K Sell
9,826
-13,989
-59% -$995K 0.02% 447
2020
Q3 		$1.57M Buy
+23,815
New +$1.58M 0.03% 409

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

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

Avantax Advisory Services reduced its iShares Global Comm Services ETF (IXP) stake by 11% in Q2 2025, selling an estimated $210K and leaving 17,542 shares worth $1.97M. The position accounts for 0.01% of the portfolio, ranked #805.

Avantax Advisory Services first reported a position in IXP in Q3 2020 and has held it in 20 quarters since. 113 funds tracked by Wall St. Rank hold IXP as of Q2 2025.

  • Avantax Advisory Services held 17,542 shares of iShares Global Comm Services ETF worth $1.97M as of Q2 2025.
  • Avantax Advisory Services sold 2,060 iShares Global Comm Services ETF shares in Q2 2025, an estimated $210K.
  • iShares Global Comm Services ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #805 holding.
  • Avantax Advisory Services first reported a position in iShares Global Comm Services ETF in Q3 2020 and has held it in 20 quarters since.
  • 113 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2025.

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