Allen Mooney & Barnes Investment Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Allen Mooney & Barnes Investment Advisors’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
2022 Q2	–	Sell	-9,676	Closed	-$571K	–	156
2022 Q1	$571K	Buy	+9,676	New	+$569K	0.13%	89

Other funds holding XT

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

BCI

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

NEPWA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Allen Mooney & Barnes Investment Advisors's XT Position: Q2 2022 in Review

Allen Mooney & Barnes Investment Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2022, closing a stake of 9,676 shares — an estimated $571K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in XT in Q1 2022 and held it in 1 quarter. The position peaked at $571K in Q1 2022. 222 funds tracked by Wall St. Rank hold XT as of Q2 2022.

Allen Mooney & Barnes Investment Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2022 after selling out during the quarter.
Allen Mooney & Barnes Investment Advisors sold 9,676 iShares Future Exponential Technologies ETF shares in Q2 2022, an estimated $571K.
Allen Mooney & Barnes Investment Advisors first reported a position in iShares Future Exponential Technologies ETF in Q1 2022 and held it in 1 quarter.
Allen Mooney & Barnes Investment Advisors's iShares Future Exponential Technologies ETF position peaked at $571K in Q1 2022.
222 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2022.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2022, filed 23 May 2024.