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Consolidated Planning Corp’s iShares Global Tech ETF IXN Stock Holding History

Consolidated Planning Corp’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
2021
Q4 		– Sell
-1,272
Closed -$72K – 260
2021
Q3 		$72K Buy
+1,272
New +$74.5K 0.05% 128

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Consolidated Planning Corp's IXN Position: Q4 2021 in Review

Consolidated Planning Corp sold out of iShares Global Tech ETF (IXN) in Q4 2021, closing a stake of 1,272 shares — an estimated $72K sold.

Consolidated Planning Corp first reported a position in IXN in Q3 2021 and held it in 1 quarter. The position peaked at $72K in Q3 2021. 456 funds tracked by Wall St. Rank hold IXN as of Q4 2021.

  • Consolidated Planning Corp reported no remaining iShares Global Tech ETF position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 1,272 iShares Global Tech ETF shares in Q4 2021, an estimated $72K.
  • Consolidated Planning Corp first reported a position in iShares Global Tech ETF in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's iShares Global Tech ETF position peaked at $72K in Q3 2021.
  • 456 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.