Lloyd Advisory Services’s iShares Global Tech ETF IXN Stock Holding History

Lloyd Advisory Services’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	–	Sell	-131	Closed	-$8K	–	316
2022 Q1	$8K	Buy	131 +53	+68%	+$3.06K	﹤0.01%	412
2021 Q4	$5K	Hold	78	–	–	﹤0.01%	351
2021 Q3	$4K	Hold	78	–	–	﹤0.01%	325
2021 Q2	$4K	Buy	+78	New	+$4.2K	﹤0.01%	334

Other funds holding IXN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lloyd Advisory Services's IXN Position: Q2 2022 in Review

Lloyd Advisory Services sold out of iShares Global Tech ETF (IXN) in Q2 2022, closing a stake of 131 shares — an estimated $8K sold.

Lloyd Advisory Services first reported a position in IXN in Q2 2021 and held it in 4 quarters. The position peaked at $8K in Q1 2022. 395 funds tracked by Wall St. Rank hold IXN as of Q2 2022.

Lloyd Advisory Services reported no remaining iShares Global Tech ETF position as of Q2 2022 after selling out during the quarter.
Lloyd Advisory Services sold 131 iShares Global Tech ETF shares in Q2 2022, an estimated $8K.
Lloyd Advisory Services first reported a position in iShares Global Tech ETF in Q2 2021 and held it in 4 quarters.
Lloyd Advisory Services's iShares Global Tech ETF position peaked at $8K in Q1 2022.
395 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.