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Sovereign Financial Group’s iShares Global Tech ETF IXN Stock Holding History

Sovereign Financial Group’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
Q2 		– Sell
-3,675
Closed -$213K – 219
2022
Q1 		$213K Sell
3,675
-1,172
-24% -$67.7K 0.08% 203
2021
Q4 		$312K Buy
+4,847
New +$298K 0.13% 153

Other funds holding IXN

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sovereign Financial Group's IXN Position: Q2 2022 in Review

Sovereign Financial Group sold out of iShares Global Tech ETF (IXN) in Q2 2022, closing a stake of 3,675 shares — an estimated $213K sold.

Sovereign Financial Group first reported a position in IXN in Q4 2021 and held it in 2 quarters. The position peaked at $312K in Q4 2021. 395 funds tracked by Wall St. Rank hold IXN as of Q2 2022.

  • Sovereign Financial Group reported no remaining iShares Global Tech ETF position as of Q2 2022 after selling out during the quarter.
  • Sovereign Financial Group sold 3,675 iShares Global Tech ETF shares in Q2 2022, an estimated $213K.
  • Sovereign Financial Group first reported a position in iShares Global Tech ETF in Q4 2021 and held it in 2 quarters.
  • Sovereign Financial Group's iShares Global Tech ETF position peaked at $312K in Q4 2021.
  • 395 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q2 2022.

Based on Sovereign Financial Group's 13F filing for Q2 2022, filed 15 Aug 2022.