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iShares S&P Global Energy Sector shares owned by Adapt Wealth Advisors

Quarter-by-quarter ownership of iShares S&P Global Energy Sector (IXC) shares owned by Adapt Wealth Advisors from 13F filings

Historical chart of Adapt Wealth Advisors investment in iShares S&P Global Energy Sector

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Energy Sector held by Adapt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Global Energy Sector by Adapt Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.1M 98k 41.51
2024-03-31 $2.9M 69k 42.95

More positions owned by Adapt Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Spdr Index Shs Fds Msci Eafe Strtgc (QEFA)
Wisdomtree Tr India Erngs Fd (EPI)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Invesco Van Kampen Senior Income Trust (VVR)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Select Sector Spdr Tr Sbi Int-utils (XLU)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Global Energ Etf (IXC)
Ishares Tr Mbs Etf (MBB)

View all positions for Adapt Wealth Advisors

Top funds holding iShares S&P Global Energy Sector

Fisher Investments
Colony
Pictet Asset Management Holding SA
Bank of America Corporation
Morgan Stanley
Jpmorgan Chase & Co
Envestnet Asset Management
Manufacturers Life Insurance Company
LPL Financial
Jane Street
Ameriprise Financial
UBS Group
Evergreen Capital Management
Connectus Wealth
Sanctuary Advisors

View all funds holding iShares S&P Global Energy Sector