BCPWM
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Bradley & Co Private Wealth Management’s iShares Global Comm Services ETF IXP Stock Holding History

Bradley & Co Private Wealth Management’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
2026
Q1 		$40.2K Hold
350
– – 0.02% 101
2025
Q4 		$42.4K Hold
350
– – 0.02% 96
2025
Q3 		$43.3K Hold
350
– – 0.02% 85
2025
Q2 		$39.3K Hold
350
– – 0.02% 83
2025
Q1 		$34K Hold
350
– – 0.02% 84
2024
Q4 		$33.8K Buy
+350
New +$33.7K 0.02% 82
2024
Q2 		$31.1K Hold
350
– – 0.02% 80
2024
Q1 		$29.4K Hold
350
– – 0.02% 86
2023
Q4 		$26.1K Hold
350
– – 0.02% 86
2023
Q3 		$23.9K Hold
350
– – 0.02% 86
2023
Q2 		$23.9K Hold
350
– – 0.02% 87
2023
Q1 		$22.4K Hold
350
– – 0.02% 92
2022
Q4 		$19.1K Buy
+350
New +$18.9K 0.02% 95

Other funds holding IXP

PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return