Schechter Investment Advisors’s IX Acquisition Corp. Unit IXAQU Stock Holding History

Schechter Investment Advisors’s Portfolio IXAQU Stock Details IXAQU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-53,455	Closed	-$541K	–	758
2022 Q4	$541K	Sell	53,455 -3,000	-5%	-$30.2K	0.05%	482
2022 Q3	$562K	Sell	56,455 -1,500	-3%	-$14.9K	0.06%	469
2022 Q2	$570K	Sell	57,955 -2,000	-3%	-$19.8K	0.06%	488
2022 Q1	$591K	Sell	59,955 -3,000	-5%	-$29.7K	0.05%	479
2021 Q4	$623K	Buy	+62,955	New	+$626K	0.06%	448

Other funds holding IXAQU

Clear Street New York $24.6B AUM 56.26% 1-Year Est. Return

SIA

SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Schechter Investment Advisors's IXAQU Position: Q1 2023 in Review

Schechter Investment Advisors sold out of IX Acquisition Corp. Unit (IXAQU) in Q1 2023, closing a stake of 53,455 shares — an estimated $541K sold.

Schechter Investment Advisors first reported a position in IXAQU in Q4 2021 and held it in 5 quarters. The position peaked at $623K in Q4 2021. 4 funds tracked by Wall St. Rank hold IXAQU as of Q1 2023.

Schechter Investment Advisors reported no remaining IX Acquisition Corp. Unit position as of Q1 2023 after selling out during the quarter.
Schechter Investment Advisors sold 53,455 IX Acquisition Corp. Unit shares in Q1 2023, an estimated $541K.
Schechter Investment Advisors first reported a position in IX Acquisition Corp. Unit in Q4 2021 and held it in 5 quarters.
Schechter Investment Advisors's IX Acquisition Corp. Unit position peaked at $623K in Q4 2021.
4 funds tracked by Wall St. Rank held IX Acquisition Corp. Unit as of Q1 2023.

Based on Schechter Investment Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.