CCA
IEO icon

Cadent Capital Advisors’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Cadent Capital Advisors’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
2026
Q3 		$391K Buy
+2,964
New +$382K 0.08% 129
2023
Q1 		– Sell
-48,835
Closed -$4.53M – 145
2022
Q4 		$4.53M Buy
48,835
+255
+0.5% +$24.7K 2.23% 9
2022
Q3 		$4.05M Buy
48,580
+492
+1% +$41.9K 2.26% 11
2022
Q2 		$3.74M Sell
48,088
-10,648
-18% -$943K 2.12% 15
2022
Q1 		$4.95M Buy
+58,736
New +$4.4M 2.26% 18

Other funds holding IEO

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
CAM
Cypress Asset Management Houston, Texas $506M AUM 36.14% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $366M AUM 12.21% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Cadent Capital Advisors's IEO Position: Q3 2026 in Review

Cadent Capital Advisors opened a new position in iShares US Oil & Gas Exploration & Production ETF (IEO) in Q3 2026: 2,964 shares worth $391K. The stake represents 0.08% of the portfolio and ranks #129 among its holdings. This is a return to the name: Cadent Capital Advisors previously reported a position in IEO as recently as Q4 2022.

Cadent Capital Advisors first reported a position in IEO in Q1 2022 and has held it in 5 quarters since. The position peaked at $4.95M in Q1 2022. 15 funds tracked by Wall St. Rank hold IEO as of Q3 2026.

  • Cadent Capital Advisors held 2,964 shares of iShares US Oil & Gas Exploration & Production ETF worth $391K as of Q3 2026.
  • iShares US Oil & Gas Exploration & Production ETF was a new Cadent Capital Advisors position in Q3 2026.
  • iShares US Oil & Gas Exploration & Production ETF made up 0.08% of Cadent Capital Advisors's portfolio in Q3 2026, its #129 holding.
  • Cadent Capital Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q1 2022 and has held it in 5 quarters since.
  • Cadent Capital Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $4.95M in Q1 2022.
  • 15 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q3 2026.

Based on Cadent Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.