KA
IXC icon

Kovack Advisors’s iShares Global Energy ETF IXC Stock Holding History

Kovack Advisors’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
2026
Q1 		$762K Hold
13,655
– – 0.04% 457
2025
Q4 		$573K Buy
13,655
+121
+0.9% +$5.08K 0.03% 548
2025
Q3 		$565K Hold
13,534
– – 0.05% 299
2025
Q2 		$532K Buy
13,534
+142
+1% +$5.45K 0.05% 310
2025
Q1 		$563K Sell
13,392
-66
-0.5% -$2.65K 0.06% 271
2024
Q4 		$514K Buy
13,458
+13
+0.1% +$532 0.05% 297
2024
Q3 		$544K Sell
13,445
-467
-3% -$19.2K 0.06% 288
2024
Q2 		$577K Buy
+13,912
New +$596K 0.06% 272
2019
Q3 		– Sell
-24,957
Closed -$810K – 528
2019
Q2 		$810K Buy
+24,957
New +$821K 0.19% 132

Other funds holding IXC

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HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return