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Fortitude Advisory Group’s iShares US Oil & Gas Exploration & Production ETF IEO Stock Holding History

Fortitude Advisory Group’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
2022
Q2 		– Sell
-100
Closed -$8K – 693
2022
Q1 		$8K Hold
100
– – ﹤0.01% 1064
2021
Q4 		$6K Buy
+100
New +$6.27K ﹤0.01% 1152

Other funds holding IEO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Fortitude Advisory Group's IEO Position: Q2 2022 in Review

Fortitude Advisory Group sold out of iShares US Oil & Gas Exploration & Production ETF (IEO) in Q2 2022, closing a stake of 100 shares — an estimated $8K sold.

Fortitude Advisory Group first reported a position in IEO in Q4 2021 and held it in 2 quarters. The position peaked at $8K in Q1 2022. 152 funds tracked by Wall St. Rank hold IEO as of Q2 2022.

  • Fortitude Advisory Group reported no remaining iShares US Oil & Gas Exploration & Production ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 100 iShares US Oil & Gas Exploration & Production ETF shares in Q2 2022, an estimated $8K.
  • Fortitude Advisory Group first reported a position in iShares US Oil & Gas Exploration & Production ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's iShares US Oil & Gas Exploration & Production ETF position peaked at $8K in Q1 2022.
  • 152 funds tracked by Wall St. Rank held iShares US Oil & Gas Exploration & Production ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.