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 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $341M AUM 19.49% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Prosperity Capital Advisors's IXC Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its iShares Global Energy ETF (IXC) stake by 12% in Q2 2026, selling an estimated $141K and leaving 18,797 shares worth $924K. The position accounts for 0.05% of the portfolio, ranked #199.

Prosperity Capital Advisors first reported a position in IXC in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.31M in Q4 2023. 333 funds tracked by Wall St. Rank hold IXC as of Q2 2026.

Prosperity Capital Advisors held 18,797 shares of iShares Global Energy ETF worth $924K as of Q2 2026.
Prosperity Capital Advisors sold 2,607 iShares Global Energy ETF shares in Q2 2026, an estimated $141K.
iShares Global Energy ETF made up 0.05% of Prosperity Capital Advisors's portfolio in Q2 2026, its #199 holding.
Prosperity Capital Advisors first reported a position in iShares Global Energy ETF in Q4 2023 and has held it in 11 quarters since.
Prosperity Capital Advisors's iShares Global Energy ETF position peaked at $4.31M in Q4 2023.
333 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.