AWM
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Axxcess Wealth Management’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Axxcess Wealth Management’s Portfolio IEO Stock Details IEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-4,820
Closed -$406K – 598
2022
Q1 		$406K Buy
+4,820
New +$361K 0.03% 405

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Bank of America
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SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Axxcess Wealth Management's IEO Position: Q2 2022 in Review

Axxcess Wealth Management sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2022, closing a stake of 4,820 shares — an estimated $406K sold.

Axxcess Wealth Management first reported a position in IEO in Q1 2022 and held it in 1 quarter. The position peaked at $406K in Q1 2022. 152 funds tracked by Wall St. Rank hold IEO as of Q2 2022.

  • Axxcess Wealth Management reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 4,820 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2022, an estimated $406K.
  • Axxcess Wealth Management first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's iShares US Oil & Gas Exploration & Production ETF position peaked at $406K in Q1 2022.
  • 152 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2022.

Based on Axxcess Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.