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Pinnacle Wealth Management Advisory Group’s iShares Global Energy ETF IXC Stock Holding History

Pinnacle Wealth Management Advisory Group’s Portfolio IXC Stock Details IXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.53M Buy
43,956
+495
+1% +$24.7K 0.17% 106
2025
Q4 		$1.82M Sell
43,461
-350
-0.8% -$14.7K 0.13% 116
2025
Q3 		$1.83M Buy
43,811
+3,500
+9% +$143K 0.14% 108
2025
Q2 		$1.58M Buy
40,311
+275
+0.7% +$10.5K 0.13% 110
2025
Q1 		$1.68M Buy
40,036
+11,100
+38% +$446K 0.16% 103
2024
Q4 		$1.1M Buy
28,936
+11,100
+62% +$454K 0.1% 125
2024
Q3 		$722K Sell
17,836
-1,000
-5% -$41K 0.07% 159
2024
Q2 		$782K Buy
18,836
+1,100
+6% +$47.1K 0.08% 145
2024
Q1 		$762K Buy
17,736
+3,400
+24% +$135K 0.08% 148
2023
Q4 		$561K Buy
14,336
+350
+3% +$13.9K 0.07% 165
2023
Q3 		$577K Sell
13,986
-250
-2% -$9.91K 0.07% 161
2023
Q2 		$530K Buy
14,236
+2,750
+24% +$104K 0.07% 173
2023
Q1 		$434K Buy
11,486
+700
+6% +$27K 0.06% 188
2022
Q4 		$421K Buy
10,786
+275
+3% +$10.8K 0.06% 184
2022
Q3 		$350K Sell
10,511
-300
-3% -$10.5K 0.06% 197
2022
Q2 		$366K Sell
10,811
-125
-1% -$4.68K 0.06% 198
2022
Q1 		$395K Buy
+10,936
New +$363K 0.06% 204

Other funds holding IXC

HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
VCM
Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's IXC Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its iShares Global Energy ETF (IXC) stake by 1.1% in Q1 2026, buying an estimated $24.7K and bringing the position to 43,956 shares worth $2.53M. The position accounts for 0.17% of the portfolio, ranked #106.

Pinnacle Wealth Management Advisory Group first reported a position in IXC in Q1 2022 and has held it in 17 quarters since. 342 funds tracked by Wall St. Rank hold IXC as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 43,956 shares of iShares Global Energy ETF worth $2.53M as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 495 iShares Global Energy ETF shares in Q1 2026, an estimated $24.7K.
  • iShares Global Energy ETF made up 0.17% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #106 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in iShares Global Energy ETF in Q1 2022 and has held it in 17 quarters since.
  • 342 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.