AlphaStar Capital Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

AlphaStar Capital Management’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
2021 Q4	–	Sell	-7,647	Closed	-$495K	–	415
2021 Q3	$495K	Buy	+7,647	New	+$493K	0.03%	263

Other funds holding XT

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

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

BCI

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

HSA

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

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

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

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

AlphaStar Capital Management's XT Position: Q4 2021 in Review

AlphaStar Capital Management sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2021, closing a stake of 7,647 shares — an estimated $495K sold.

AlphaStar Capital Management first reported a position in XT in Q3 2021 and held it in 1 quarter. The position peaked at $495K in Q3 2021. 250 funds tracked by Wall St. Rank hold XT as of Q4 2021.

AlphaStar Capital Management reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2021 after selling out during the quarter.
AlphaStar Capital Management sold 7,647 iShares Future Exponential Technologies ETF shares in Q4 2021, an estimated $495K.
AlphaStar Capital Management first reported a position in iShares Future Exponential Technologies ETF in Q3 2021 and held it in 1 quarter.
AlphaStar Capital Management's iShares Future Exponential Technologies ETF position peaked at $495K in Q3 2021.
250 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2021.

Based on AlphaStar Capital Management's 13F filing for Q4 2021, filed 4 Feb 2022.