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Advisors Preferred’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Advisors Preferred’s Portfolio TECB Stock Details TECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,335
Closed -$178K – 335
2024
Q4 		$178K Buy
+3,335
New +$179K 0.03% 141

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $272M AUM 16.91% 1-Year Est. Return

Advisors Preferred's TECB Position: Q1 2025 in Review

Advisors Preferred sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q1 2025, closing a stake of 3,335 shares — an estimated $178K sold.

Advisors Preferred first reported a position in TECB in Q4 2024 and held it in 1 quarter. The position peaked at $178K in Q4 2024. 74 funds tracked by Wall St. Rank hold TECB as of Q1 2025.

  • Advisors Preferred reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q1 2025 after selling out during the quarter.
  • Advisors Preferred sold 3,335 iShares US Tech Breakthrough Multisector ETF shares in Q1 2025, an estimated $178K.
  • Advisors Preferred first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2024 and held it in 1 quarter.
  • Advisors Preferred's iShares US Tech Breakthrough Multisector ETF position peaked at $178K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2025.

Based on Advisors Preferred's 13F filing for Q1 2025, filed 6 May 2025.