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Lenox Wealth Advisors’s iShares Global Tech ETF IXN Stock Holding History

Lenox Wealth Advisors’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
Q1 		$7K Buy
+133
New +$7.68K ﹤0.01% 527
2021
Q2 		– Sell
-48
Closed -$2K – 756
2021
Q1 		$2K Buy
+48
New +$2.46K ﹤0.01% 613
2020
Q1 		– Sell
-192
Closed -$7K – 864
2019
Q4 		$7K Buy
+192
New +$6.3K ﹤0.01% 447

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lenox Wealth Advisors's IXN Position: Q1 2022 in Review

Lenox Wealth Advisors opened a new position in iShares Global Tech ETF (IXN) in Q1 2022: 133 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #527 among its holdings. This is a return to the name: Lenox Wealth Advisors previously reported a position in IXN as recently as Q1 2021.

Lenox Wealth Advisors first reported a position in IXN in Q4 2019 and has held it in 3 quarters since. 446 funds tracked by Wall St. Rank hold IXN as of Q1 2022.

  • Lenox Wealth Advisors held 133 shares of iShares Global Tech ETF worth $7K as of Q1 2022.
  • iShares Global Tech ETF was a new Lenox Wealth Advisors position in Q1 2022.
  • iShares Global Tech ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #527 holding.
  • Lenox Wealth Advisors first reported a position in iShares Global Tech ETF in Q4 2019 and has held it in 3 quarters since.
  • 446 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.