Aveo Capital Partners’s iShares Global Tech ETF IXN Stock Holding History

Aveo Capital Partners’s Portfolio IXN Stock Details IXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-56,634	Closed	-$3.86M	–	376
2023 Q4	$3.86M	Buy	+56,634	New	+$3.56M	0.47%	64
2020 Q4	–	Sell	-83,292	Closed	-$3.66M	–	121
2020 Q3	$3.66M	Buy	+83,292	New	+$3.54M	1.32%	19
2020 Q2	–	Sell	-93,798	Closed	-$2.85M	–	102
2020 Q1	$2.85M	Buy	+93,798	New	+$3.24M	1.39%	15
2019 Q3	–	Sell	-6,768	Closed	-$213K	–	187
2019 Q2	$213K	Buy	+6,768	New	+$198K	0.09%	168
2018 Q3	–	Sell	-79,740	Closed	-$2.19M	–	149
2018 Q2	$2.19M	Buy	+79,740	New	+$2.18M	0.96%	22
2017 Q4	–	Sell	-77,172	Closed	-$1.83M	–	150
2017 Q3	$1.83M	Buy	+77,172	New	+$1.78M	0.63%	25
2017 Q1	–	Sell	-12,618	Closed	-$231K	–	180
2016 Q4	$231K	Buy	+12,618	New	+$231K	0.07%	190

Other funds holding IXN

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Aveo Capital Partners's IXN Position: Q1 2024 in Review

Aveo Capital Partners sold out of iShares Global Tech ETF (IXN) in Q1 2024, closing a stake of 56,634 shares — an estimated $3.86M sold.

Aveo Capital Partners first reported a position in IXN in Q4 2016 and held it in 7 quarters. The position peaked at $3.86M in Q4 2023. 427 funds tracked by Wall St. Rank hold IXN as of Q1 2024.

Aveo Capital Partners reported no remaining iShares Global Tech ETF position as of Q1 2024 after selling out during the quarter.
Aveo Capital Partners sold 56,634 iShares Global Tech ETF shares in Q1 2024, an estimated $3.86M.
Aveo Capital Partners first reported a position in iShares Global Tech ETF in Q4 2016 and held it in 7 quarters.
Aveo Capital Partners's iShares Global Tech ETF position peaked at $3.86M in Q4 2023.
427 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2024.

Based on Aveo Capital Partners's 13F filing for Q1 2024, filed 6 May 2024.