Capital Asset Advisory Services’s iShares Global Tech ETF IXN Stock Holding History

Capital Asset Advisory Services’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
2022 Q4	–	Sell	-54	Closed	-$2K	–	440
2022 Q3	$2K	Hold	54	–	–	﹤0.01%	438
2022 Q2	$2K	Hold	54	–	–	﹤0.01%	545
2022 Q1	$3K	Hold	54	–	–	﹤0.01%	530
2021 Q4	$3K	Hold	54	–	–	﹤0.01%	563
2021 Q3	$3K	Hold	54	–	–	﹤0.01%	663
2021 Q2	$3K	Hold	54	–	–	﹤0.01%	684
2021 Q1	$3K	Sell	54 -252	-82%	-$12.9K	﹤0.01%	652
2020 Q4	$15K	Buy	306 +252	+467%	+$11.7K	﹤0.01%	960
2020 Q3	$2K	Hold	54	–	–	﹤0.01%	524
2020 Q2	$2K	Hold	54	–	–	﹤0.01%	545
2020 Q1	$2K	Hold	54	–	–	﹤0.01%	480
2019 Q4	$2K	Buy	+54	New	+$1.77K	﹤0.01%	571

Other funds holding IXN

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return