IAM
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Innovis Asset Management’s iShares Global Energy ETF IXC Stock Holding History

Innovis Asset Management’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
2023
Q3 		$1.75M Sell
42,497
-71
-0.2% -$2.82K 0.68% 35
2023
Q2 		$1.58M Sell
42,568
-329
-0.8% -$12.4K 0.59% 39
2023
Q1 		$1.62M Buy
42,897
+1,572
+4% +$60.7K 0.66% 40
2022
Q4 		$1.61M Buy
+41,325
New +$1.62M 0.73% 35

Other funds holding IXC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GW
GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return
CW
Connectus Wealth Cincinnati, Ohio $3.66B AUM 26.47% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
DZ Bank
DZ Bank Frankfurt Am Main, Germany $110B AUM 36.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return