PW Nova Financial Services
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PW Nova Financial Services’s iShares Global Comm Services ETF IXP Stock Holding History

PW Nova Financial Services’s Portfolio IXP Stock Details IXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,040
Closed -$230K – 213
2026
Q2 		$230K Buy
2,040
+105
+5% +$12.7K 0.05% 190
2026
Q1 		$222K Buy
1,935
+176
+10% +$21.2K 0.06% 180
2025
Q4 		$213K Buy
+1,759
New +$215K 0.08% 104

Other funds holding IXP

Rockland Trust
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
AMI Asset Management
AMI Asset Management Los Angeles, California $1.74B AUM 24.77% 1-Year Est. Return
Meridian Investment Counsel
Meridian Investment Counsel Lafayette, California $431M AUM 32.55% 1-Year Est. Return
Midwest Trust
Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return
Capital Square
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

PW Nova Financial Services's IXP Position: Q3 2026 in Review

PW Nova Financial Services sold out of iShares Global Comm Services ETF (IXP) in Q3 2026, closing a stake of 2,040 shares — an estimated $230K sold.

PW Nova Financial Services first reported a position in IXP in Q4 2025 and held it in 3 quarters. The position peaked at $230K in Q2 2026. 13 funds tracked by Wall St. Rank hold IXP as of Q3 2026.

  • PW Nova Financial Services reported no remaining iShares Global Comm Services ETF position as of Q3 2026 after selling out during the quarter.
  • PW Nova Financial Services sold 2,040 iShares Global Comm Services ETF shares in Q3 2026, an estimated $230K.
  • PW Nova Financial Services first reported a position in iShares Global Comm Services ETF in Q4 2025 and held it in 3 quarters.
  • PW Nova Financial Services's iShares Global Comm Services ETF position peaked at $230K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.