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Advisors Preferred’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Advisors Preferred’s Portfolio IETC Stock Details IETC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-17,217
Closed -$1.3M – 220
2024
Q2 		$1.3M Buy
17,217
+15,636
+989% +$1.1M 0.23% 67
2024
Q1 		$112K Sell
1,581
-3,552
-69% -$239K 0.02% 138
2023
Q4 		$314K Buy
+5,133
New +$294K 0.05% 127

Other funds holding IETC

KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SPI
Sutton Place Investors Katonah, New York $207M AUM 27.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Advisors Preferred's IETC Position: Q3 2024 in Review

Advisors Preferred sold out of iShares US Tech Independence Focused ETF (IETC) in Q3 2024, closing a stake of 17,217 shares — an estimated $1.3M sold.

Advisors Preferred first reported a position in IETC in Q4 2023 and held it in 3 quarters. The position peaked at $1.3M in Q2 2024. 60 funds tracked by Wall St. Rank hold IETC as of Q3 2024.

  • Advisors Preferred reported no remaining iShares US Tech Independence Focused ETF position as of Q3 2024 after selling out during the quarter.
  • Advisors Preferred sold 17,217 iShares US Tech Independence Focused ETF shares in Q3 2024, an estimated $1.3M.
  • Advisors Preferred first reported a position in iShares US Tech Independence Focused ETF in Q4 2023 and held it in 3 quarters.
  • Advisors Preferred's iShares US Tech Independence Focused ETF position peaked at $1.3M in Q2 2024.
  • 60 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q3 2024.

Based on Advisors Preferred's 13F filing for Q3 2024, filed 15 Oct 2024.