Regal Investment Advisors’s iShares Global Tech ETF IXN Stock Holding History

Regal Investment Advisors’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
2022 Q3	–	Sell	-10,157	Closed	-$464K	–	510
2022 Q2	$464K	Sell	10,157 -29,627	-74%	-$1.5M	0.05%	294
2022 Q1	$2.31M	Buy	39,784 +11,752	+42%	+$678K	0.21%	112
2021 Q4	$1.8M	Sell	28,032 -29,073	-51%	-$1.79M	0.16%	138
2021 Q3	$3.24M	Buy	57,105 +17,235	+43%	+$1.01M	0.31%	81
2021 Q2	$2.24M	Buy	+39,870	New	+$2.15M	0.23%	113
2021 Q1	–	Sell	-31,518	Closed	-$1.58M	–	236
2020 Q4	$1.58M	Buy	+31,518	New	+$1.46M	0.18%	136
2020 Q3	–	Sell	-25,758	Closed	-$1.01M	–	135
2020 Q2	$1.01M	Buy	+25,758	New	+$912K	0.19%	119

Other funds holding IXN

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Regal Investment Advisors's IXN Position: Q3 2022 in Review

Regal Investment Advisors sold out of iShares Global Tech ETF (IXN) in Q3 2022, closing a stake of 10,157 shares — an estimated $464K sold.

Regal Investment Advisors first reported a position in IXN in Q2 2020 and held it in 7 quarters. The position peaked at $3.24M in Q3 2021. 374 funds tracked by Wall St. Rank hold IXN as of Q3 2022.

Regal Investment Advisors reported no remaining iShares Global Tech ETF position as of Q3 2022 after selling out during the quarter.
Regal Investment Advisors sold 10,157 iShares Global Tech ETF shares in Q3 2022, an estimated $464K.
Regal Investment Advisors first reported a position in iShares Global Tech ETF in Q2 2020 and held it in 7 quarters.
Regal Investment Advisors's iShares Global Tech ETF position peaked at $3.24M in Q3 2021.
374 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2022.

Based on Regal Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.