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

Cetera 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
2024 Q1	$424K	Buy	3,968 +133	+3%	+$12.7K	﹤0.01%	1709
2023 Q4	$357K	Sell	3,835 -1,617	-30%	-$153K	0.01%	1319
2023 Q3	$532K	Buy	+5,452	New	+$517K	0.01%	1024
2021 Q3	–	Sell	-4,386	Closed	-$251K	–	1443
2021 Q2	$251K	Buy	+4,386	New	+$232K	0.01%	1126
2019 Q2	–	Sell	-2,255	Closed	-$133K	–	1092
2019 Q1	$133K	Buy	+2,255	New	+$130K	0.01%	851
2018 Q4	–	Sell	-2,999	Closed	-$228K	–	903
2018 Q3	$228K	Buy	+2,999	New	+$222K	0.01%	832
2015 Q3	–	Sell	-2,910	Closed	-$205K	–	713
2015 Q2	$205K	Buy	2,910 +11	+0.4%	+$827	0.02%	649
2015 Q1	$212K	Buy	+2,899	New	+$208K	0.02%	619
2014 Q4	–	Sell	-4,000	Closed	-$348K	–	681
2014 Q3	$348K	Buy	4,000 +921	+30%	+$85.8K	0.03%	422
2014 Q2	$302K	Buy	+3,079	New	+$283K	0.03%	435

Other funds holding IEO

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

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

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AMI

Amica Mutual Insurance Providence, Rhode Island $1.16B AUM 21.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Cetera Advisors's IEO Position: Q1 2024 in Review

Cetera Advisors increased its iShares US Oil & Gas Exploration & Production ETF (IEO) stake by 3.5% in Q1 2024, buying an estimated $12.7K and bringing the position to 3,968 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Cetera Advisors first reported a position in IEO in Q2 2014 and has held it in 10 quarters since. The position peaked at $532K in Q3 2023. 177 funds tracked by Wall St. Rank hold IEO as of Q1 2024.

Cetera Advisors held 3,968 shares of iShares US Oil & Gas Exploration & Production ETF worth $424K as of Q1 2024.
Cetera Advisors bought 133 iShares US Oil & Gas Exploration & Production ETF shares in Q1 2024, an estimated $12.7K.
iShares US Oil & Gas Exploration & Production ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1709 holding.
Cetera Advisors first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q2 2014 and has held it in 10 quarters since.
Cetera Advisors's iShares US Oil & Gas Exploration & Production ETF position peaked at $532K in Q3 2023.
177 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.