Sage Mountain Advisors’s iShares Global Tech ETF IXN Stock Holding History

Sage Mountain 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
2023 Q3	–	Sell	-102	Closed	-$6.34K	–	375
2023 Q2	$6.34K	Hold	102	–	–	﹤0.01%	331
2023 Q1	$5.54K	Hold	102	–	–	﹤0.01%	318
2022 Q4	$4.57K	Sell	102 -228	-69%	-$10.4K	﹤0.01%	278
2022 Q3	$14K	Hold	330	–	–	﹤0.01%	341
2022 Q2	$15K	Hold	330	–	–	﹤0.01%	575
2022 Q1	$19K	Hold	330	–	–	﹤0.01%	588
2021 Q4	$21K	Sell	330 -222	-40%	-$13.6K	﹤0.01%	648
2021 Q3	$31K	Hold	552	–	–	﹤0.01%	537
2021 Q2	$31K	Hold	552	–	–	0.01%	489
2021 Q1	$28K	Buy	+552	New	+$28.3K	0.01%	422

Other funds holding IXN

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies Monsey, New York $1.02B AUM 45.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sage Mountain Advisors's IXN Position: Q3 2023 in Review

Sage Mountain Advisors sold out of iShares Global Tech ETF (IXN) in Q3 2023, closing a stake of 102 shares — an estimated $6.34K sold.

Sage Mountain Advisors first reported a position in IXN in Q1 2021 and held it in 10 quarters. The position peaked at $31K in Q3 2021. 375 funds tracked by Wall St. Rank hold IXN as of Q3 2023.

Sage Mountain Advisors reported no remaining iShares Global Tech ETF position as of Q3 2023 after selling out during the quarter.
Sage Mountain Advisors sold 102 iShares Global Tech ETF shares in Q3 2023, an estimated $6.34K.
Sage Mountain Advisors first reported a position in iShares Global Tech ETF in Q1 2021 and held it in 10 quarters.
Sage Mountain Advisors's iShares Global Tech ETF position peaked at $31K in Q3 2021.
375 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q3 2023.

Based on Sage Mountain Advisors's 13F filing for Q3 2023, filed 25 Oct 2023.