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Capital Investment Advisory Services’s iShares Global Energy ETF IXC Stock Holding History

Capital Investment Advisory Services’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-160
Closed -$6.04K – 893
2023
Q1 		$6.04K Buy
+160
New +$6.18K ﹤0.01% 768

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Jane Street
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GW
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CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Capital Investment Advisory Services's IXC Position: Q2 2023 in Review

Capital Investment Advisory Services sold out of iShares Global Energy ETF (IXC) in Q2 2023, closing a stake of 160 shares — an estimated $6.04K sold.

Capital Investment Advisory Services first reported a position in IXC in Q1 2023 and held it in 1 quarter. The position peaked at $6.04K in Q1 2023. 240 funds tracked by Wall St. Rank hold IXC as of Q2 2023.

  • Capital Investment Advisory Services reported no remaining iShares Global Energy ETF position as of Q2 2023 after selling out during the quarter.
  • Capital Investment Advisory Services sold 160 iShares Global Energy ETF shares in Q2 2023, an estimated $6.04K.
  • Capital Investment Advisory Services first reported a position in iShares Global Energy ETF in Q1 2023 and held it in 1 quarter.
  • Capital Investment Advisory Services's iShares Global Energy ETF position peaked at $6.04K in Q1 2023.
  • 240 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2023.

Based on Capital Investment Advisory Services's 13F filing for Q2 2023, filed 28 Jul 2023.