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Principle Wealth Partners’s iShares Global Tech ETF IXN Stock Holding History

Principle Wealth Partners’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
Q3 		– Sell
-1,290
Closed -$51K – 299
2020
Q2 		$51K Buy
+1,290
New +$45.7K 0.02% 272

Other funds holding IXN

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principle Wealth Partners's IXN Position: Q3 2020 in Review

Principle Wealth Partners sold out of iShares Global Tech ETF (IXN) in Q3 2020, closing a stake of 1,290 shares — an estimated $51K sold.

Principle Wealth Partners first reported a position in IXN in Q2 2020 and held it in 1 quarter. The position peaked at $51K in Q2 2020. 335 funds tracked by Wall St. Rank hold IXN as of Q3 2020.

  • Principle Wealth Partners reported no remaining iShares Global Tech ETF position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 1,290 iShares Global Tech ETF shares in Q3 2020, an estimated $51K.
  • Principle Wealth Partners first reported a position in iShares Global Tech ETF in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's iShares Global Tech ETF position peaked at $51K in Q2 2020.
  • 335 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.