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Epic Trust Investment Advisors’s iShares Global Tech ETF IXN Stock Holding History

Epic Trust Investment Advisors’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
Q1 		– Sell
-8,357
Closed -$538K – 89
2021
Q4 		$538K Buy
+8,357
New +$513K 0.78% 29

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Epic Trust Investment Advisors's IXN Position: Q1 2022 in Review

Epic Trust Investment Advisors sold out of iShares Global Tech ETF (IXN) in Q1 2022, closing a stake of 8,357 shares — an estimated $538K sold.

Epic Trust Investment Advisors first reported a position in IXN in Q4 2021 and held it in 1 quarter. The position peaked at $538K in Q4 2021. 447 funds tracked by Wall St. Rank hold IXN as of Q1 2022.

  • Epic Trust Investment Advisors reported no remaining iShares Global Tech ETF position as of Q1 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 8,357 iShares Global Tech ETF shares in Q1 2022, an estimated $538K.
  • Epic Trust Investment Advisors first reported a position in iShares Global Tech ETF in Q4 2021 and held it in 1 quarter.
  • Epic Trust Investment Advisors's iShares Global Tech ETF position peaked at $538K in Q4 2021.
  • 447 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.