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Leicht Financial Planning & Wealth Management’s iShares Global Tech ETF IXN Stock Holding History

Leicht Financial Planning & 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
2020
Q1 		– Sell
-34,056
Closed -$1.2M – 63
2019
Q4 		$1.2M Buy
+34,056
New +$1.12M 1.09% 28

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Leicht Financial Planning & Wealth Management's IXN Position: Q1 2020 in Review

Leicht Financial Planning & Wealth Management sold out of iShares Global Tech ETF (IXN) in Q1 2020, closing a stake of 34,056 shares — an estimated $1.2M sold.

Leicht Financial Planning & Wealth Management first reported a position in IXN in Q4 2019 and held it in 1 quarter. The position peaked at $1.2M in Q4 2019. 293 funds tracked by Wall St. Rank hold IXN as of Q1 2020.

  • Leicht Financial Planning & Wealth Management reported no remaining iShares Global Tech ETF position as of Q1 2020 after selling out during the quarter.
  • Leicht Financial Planning & Wealth Management sold 34,056 iShares Global Tech ETF shares in Q1 2020, an estimated $1.2M.
  • Leicht Financial Planning & Wealth Management first reported a position in iShares Global Tech ETF in Q4 2019 and held it in 1 quarter.
  • Leicht Financial Planning & Wealth Management's iShares Global Tech ETF position peaked at $1.2M in Q4 2019.
  • 293 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2020.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q1 2020, filed 13 Apr 2020.