RIA
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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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return