Prosperity Capital Advisors
IXC icon

Prosperity Capital Advisors’s iShares Global Energy ETF IXC Stock Holding History

Prosperity Capital Advisors’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
Q3 		$1.07M Sell
18,743
-54
-0.3% -$3.02K 0.05% 180
2026
Q2 		$924K Sell
18,797
-2,607
-12% -$141K 0.05% 199
2026
Q1 		$1.23M Sell
21,404
-2,042
-9% -$102K 0.07% 169
2025
Q4 		$983K Sell
23,446
-273
-1% -$11.5K 0.06% 172
2025
Q3 		$990K Buy
23,719
+1,454
+7% +$59.2K 0.06% 193
2025
Q2 		$875K Buy
22,265
+3,250
+17% +$125K 0.06% 188
2025
Q1 		$804K Buy
19,015
+1,285
+7% +$51.6K 0.06% 180
2024
Q4 		$677K Sell
17,730
-1,535
-8% -$62.8K 0.06% 194
2024
Q3 		$780K Buy
19,265
+476
+3% +$19.5K 0.07% 180
2024
Q2 		$780K Sell
18,789
-70,814
-79% -$3.03M 0.09% 152
2024
Q1 		$3.85M Sell
89,603
-20,495
-19% -$812K 0.46% 38
2023
Q4 		$4.31M Buy
+110,098
New +$4.38M 0.47% 35

Other funds holding IXC

Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Verger Capital Management
Verger Capital Management Winston-Salem, North Carolina $363M AUM 13.28% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MFA Wealth Advisors
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
Van Cleef Asset Management
Van Cleef Asset Management Beachwood, Ohio $1.01B AUM 13.78% 1-Year Est. Return
Financial Advisory Corporation
Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Client 1st Advisory Group
Client 1st Advisory Group Dunedin, Florida $391M AUM 16.25% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Prosperity Capital Advisors's IXC Position: Q3 2026 in Review

Prosperity Capital Advisors reduced its iShares Global Energy ETF (IXC) stake by 0.29% in Q3 2026, selling an estimated $3.02K and leaving 18,743 shares worth $1.07M. The position accounts for 0.05% of the portfolio, ranked #180.

Prosperity Capital Advisors first reported a position in IXC in Q4 2023 and has held it in 12 quarters since. The position peaked at $4.31M in Q4 2023. 90 funds tracked by Wall St. Rank hold IXC as of Q3 2026.

  • Prosperity Capital Advisors held 18,743 shares of iShares Global Energy ETF worth $1.07M as of Q3 2026.
  • Prosperity Capital Advisors sold 54 iShares Global Energy ETF shares in Q3 2026, an estimated $3.02K.
  • iShares Global Energy ETF made up 0.05% of Prosperity Capital Advisors's portfolio in Q3 2026, its #180 holding.
  • Prosperity Capital Advisors first reported a position in iShares Global Energy ETF in Q4 2023 and has held it in 12 quarters since.
  • Prosperity Capital Advisors's iShares Global Energy ETF position peaked at $4.31M in Q4 2023.
  • 90 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.