Capital Advisors Ltd’s IDEX IEX Stock Holding History

Capital Advisors Ltd’s Portfolio IEX Stock Details IEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$4K	Buy	19 +14	+280%	+$3.19K	﹤0.01%	1098
2026 Q2	$1K	Hold	5	–	–	﹤0.01%	1245
2026 Q1	$1K	Hold	5	–	–	﹤0.01%	1233
2025 Q4	$1K	Buy	+5	New	+$854	﹤0.01%	1210
2024 Q3	–	Sell	-99	Closed	-$20K	–	1487
2024 Q2	$20K	Buy	99 +53	+115%	+$11.6K	﹤0.01%	596
2024 Q1	$11K	Buy	46 +32	+229%	+$7.23K	﹤0.01%	697
2023 Q4	$3K	Buy	14 +7	+100%	+$1.41K	﹤0.01%	939
2023 Q3	$1K	Hold	7	–	–	﹤0.01%	1147
2023 Q2	$2K	Sell	7 -29	-81%	-$6.1K	﹤0.01%	1022
2023 Q1	$8K	Hold	36	–	–	﹤0.01%	591
2022 Q4	$8K	Hold	36	–	–	﹤0.01%	586
2022 Q3	$7K	Buy	36 +25	+227%	+$5.05K	﹤0.01%	580
2022 Q2	$2K	Hold	11	–	–	﹤0.01%	669
2022 Q1	$2K	Buy	+11	New	+$2.23K	﹤0.01%	641

Other funds holding IEX

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return

Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Capital Advisors Ltd's IEX Position: Q3 2026 in Review

Capital Advisors Ltd increased its IDEX (IEX) stake by 280% in Q3 2026, buying an estimated $3.19K and bringing the position to 19 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1098.

Capital Advisors Ltd first reported a position in IEX in Q1 2022 and has held it in 14 quarters since. The position peaked at $20K in Q2 2024. 365 funds tracked by Wall St. Rank hold IEX as of Q3 2026.

Capital Advisors Ltd held 19 shares of IDEX worth $4K as of Q3 2026.
Capital Advisors Ltd bought 14 IDEX shares in Q3 2026, an estimated $3.19K.
IDEX made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q3 2026, its #1098 holding.
Capital Advisors Ltd first reported a position in IDEX in Q1 2022 and has held it in 14 quarters since.
Capital Advisors Ltd's IDEX position peaked at $20K in Q2 2024.
365 funds tracked by Wall St. Rank held IDEX as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.