Advisor Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

Advisor Group’s Portfolio XT Stock Details XT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$3.88M	Buy	90,687 +914	+1%	+$37.2K	0.03%	504
2019 Q3	$3.47M	Buy	89,773 +2,485	+3%	+$95.7K	0.03%	541
2019 Q2	$3.37M	Sell	87,288 -16,944	-16%	-$644K	0.03%	546
2019 Q1	$3.96M	Buy	104,232 +181	+0.2%	+$6.59K	0.03%	445
2018 Q4	$3.46M	Sell	104,051 -19,961	-16%	-$708K	0.03%	420
2018 Q3	$4.8M	Buy	124,012 +8,723	+8%	+$331K	0.05%	337
2018 Q2	$4.18M	Buy	115,289 +2,354	+2%	+$86.4K	0.06%	298
2018 Q1	$4.11M	Buy	112,935 +5,140	+5%	+$190K	0.06%	305
2017 Q4	$3.82M	Buy	107,795 +2,064	+2%	+$72.3K	0.05%	337
2017 Q3	$3.63M	Buy	105,731 +4,860	+5%	+$161K	0.06%	309
2017 Q2	$3.21M	Sell	100,871 -2,394	-2%	-$74.4K	0.06%	329
2017 Q1	$3.07M	Buy	103,265 +2,217	+2%	+$63.4K	0.06%	328
2016 Q4	$2.71M	Buy	101,048 +9,448	+10%	+$247K	0.06%	335
2016 Q3	$2.42M	Buy	91,600 +91,400	+45,700%	+$2.36M	0.06%	349
2016 Q2	$4K	Buy	+200	New	+$4.88K	﹤0.01%	3902

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Advisor Group's XT Position: Q4 2019 in Review

Advisor Group increased its iShares Future Exponential Technologies ETF (XT) stake by 1% in Q4 2019, buying an estimated $37.2K and bringing the position to 90,687 shares worth $3.88M. The position accounts for 0.03% of the portfolio, ranked #504.

Advisor Group first reported a position in XT in Q2 2016 and has held it in 15 quarters since. The position peaked at $4.8M in Q3 2018. 130 funds tracked by Wall St. Rank hold XT as of Q4 2019.

Advisor Group held 90,687 shares of iShares Future Exponential Technologies ETF worth $3.88M as of Q4 2019.
Advisor Group bought 914 iShares Future Exponential Technologies ETF shares in Q4 2019, an estimated $37.2K.
iShares Future Exponential Technologies ETF made up 0.03% of Advisor Group's portfolio in Q4 2019, its #504 holding.
Advisor Group first reported a position in iShares Future Exponential Technologies ETF in Q2 2016 and has held it in 15 quarters since.
Advisor Group's iShares Future Exponential Technologies ETF position peaked at $4.8M in Q3 2018.
130 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.