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San Luis Wealth Advisors’s iShares US Energy ETF IYE Stock Holding History

San Luis Wealth Advisors’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-839
Closed -$25K – 259
2022
Q1 		$25K Buy
+839
New +$30.9K 0.01% 297

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

San Luis Wealth Advisors's IYE Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of iShares US Energy ETF (IYE) in Q2 2022, closing a stake of 839 shares — an estimated $25K sold.

San Luis Wealth Advisors first reported a position in IYE in Q1 2022 and held it in 1 quarter. The position peaked at $25K in Q1 2022. 385 funds tracked by Wall St. Rank hold IYE as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining iShares US Energy ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 839 iShares US Energy ETF shares in Q2 2022, an estimated $25K.
  • San Luis Wealth Advisors first reported a position in iShares US Energy ETF in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's iShares US Energy ETF position peaked at $25K in Q1 2022.
  • 385 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.