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Lake Point Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Lake Point Wealth Management’s Portfolio IXN Stock Details IXN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		$1K Buy
+11
New +$556 ﹤0.01% 384

Other funds holding IXN

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lake Point Wealth Management's IXN Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in iShares Global Tech ETF (IXN) in Q2 2022: 11 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #384 among its holdings.

395 funds tracked by Wall St. Rank hold IXN as of Q2 2022.

  • Lake Point Wealth Management held 11 shares of iShares Global Tech ETF worth $1K as of Q2 2022.
  • iShares Global Tech ETF was a new Lake Point Wealth Management position in Q2 2022.
  • iShares Global Tech ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #384 holding.
  • 395 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.