Lido Advisors’s iShares Global Comm Services ETF IXP Stock Holding History

Lido Advisors’s Portfolio IXP Stock Details IXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-3,936	Closed	-$290K	–	1005
2022 Q1	$290K	Sell	3,936 -14	-0.4%	-$1.06K	﹤0.01%	822
2021 Q4	$324K	Sell	3,950 -230	-6%	-$19.4K	﹤0.01%	775
2021 Q3	$353K	Sell	4,180 -242	-5%	-$21.1K	﹤0.01%	703
2021 Q2	$383K	Sell	4,422 -36	-0.8%	-$3.05K	0.01%	624
2021 Q1	$358K	Buy	4,458 +330	+8%	+$26K	0.01%	606
2020 Q4	$306K	Buy	+4,128	New	+$294K	0.01%	617

Other funds holding IXP

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Lido Advisors's IXP Position: Q2 2022 in Review

Lido Advisors sold out of iShares Global Comm Services ETF (IXP) in Q2 2022, closing a stake of 3,936 shares — an estimated $290K sold.

Lido Advisors first reported a position in IXP in Q4 2020 and held it in 6 quarters. The position peaked at $383K in Q2 2021. 74 funds tracked by Wall St. Rank hold IXP as of Q2 2022.

Lido Advisors reported no remaining iShares Global Comm Services ETF position as of Q2 2022 after selling out during the quarter.
Lido Advisors sold 3,936 iShares Global Comm Services ETF shares in Q2 2022, an estimated $290K.
Lido Advisors first reported a position in iShares Global Comm Services ETF in Q4 2020 and held it in 6 quarters.
Lido Advisors's iShares Global Comm Services ETF position peaked at $383K in Q2 2021.
74 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q2 2022.

Based on Lido Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.