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IAG Wealth Partners’s BlackRock Enhanced Captial and Income Fund CII Stock Holding History

IAG Wealth Partners’s Portfolio CII Stock Details CII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-81
Closed -$1K – 443
2022
Q2 		$1K Buy
+81
New +$1.54K ﹤0.01% 399

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Wells Fargo
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IAG Wealth Partners's CII Position: Q3 2022 in Review

IAG Wealth Partners sold out of BlackRock Enhanced Captial and Income Fund (CII) in Q3 2022, closing a stake of 81 shares — an estimated $1K sold.

IAG Wealth Partners first reported a position in CII in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 92 funds tracked by Wall St. Rank hold CII as of Q3 2022.

  • IAG Wealth Partners reported no remaining BlackRock Enhanced Captial and Income Fund position as of Q3 2022 after selling out during the quarter.
  • IAG Wealth Partners sold 81 BlackRock Enhanced Captial and Income Fund shares in Q3 2022, an estimated $1K.
  • IAG Wealth Partners first reported a position in BlackRock Enhanced Captial and Income Fund in Q2 2022 and held it in 1 quarter.
  • IAG Wealth Partners's BlackRock Enhanced Captial and Income Fund position peaked at $1K in Q2 2022.
  • 92 funds tracked by Wall St. Rank held BlackRock Enhanced Captial and Income Fund as of Q3 2022.

Based on IAG Wealth Partners's 13F filing for Q3 2022, filed 26 Oct 2022.