Fortitude Advisory Group’s iShares Global Energy ETF IXC Stock Holding History

Fortitude Advisory Group’s Portfolio IXC Stock Details IXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-616	Closed	-$22K	–	740
2022 Q1	$22K	Hold	616	–	–	0.01%	803
2021 Q4	$17K	Buy	+616	New	+$17.5K	0.01%	885

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

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

Fortitude Advisory Group sold out of iShares Global Energy ETF (IXC) in Q2 2022, closing a stake of 616 shares — an estimated $22K sold.

Fortitude Advisory Group first reported a position in IXC in Q4 2021 and held it in 2 quarters. The position peaked at $22K in Q1 2022. 266 funds tracked by Wall St. Rank hold IXC as of Q2 2022.

Fortitude Advisory Group reported no remaining iShares Global Energy ETF position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 616 iShares Global Energy ETF shares in Q2 2022, an estimated $22K.
Fortitude Advisory Group first reported a position in iShares Global Energy ETF in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's iShares Global Energy ETF position peaked at $22K in Q1 2022.
266 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2022.

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