CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s iShares Global Comm Services ETF IXP Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-820
Closed -$50K – 3066
2022
Q2 		$50K Buy
820
+170
+26% +$11.3K ﹤0.01% 2759
2022
Q1 		$48K Hold
650
– – ﹤0.01% 2805
2021
Q4 		$53K Hold
650
– – ﹤0.01% 2622
2021
Q3 		$55K Hold
650
– – ﹤0.01% 2515
2021
Q2 		$56K Hold
650
– – ﹤0.01% 2444
2021
Q1 		$52K Buy
+650
New +$51.3K ﹤0.01% 2406
2019
Q1 		– Sell
-452
Closed -$23K – 1852
2018
Q4 		$23K Buy
+452
New +$24.2K ﹤0.01% 980

Other funds holding IXP

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LWM
Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return