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

American Portfolios Advisors’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
2022 Q3	$8.57K	Buy	328 +1	+0.3%	+$30	﹤0.01%	2590
2022 Q2	$9.2K	Hold	327	–	–	﹤0.01%	2600
2022 Q1	$11.9K	Buy	327 +227	+227%	+$8.26K	﹤0.01%	2612
2021 Q4	$4.19K	Hold	100	–	–	﹤0.01%	2957
2021 Q3	$4.11K	Hold	100	–	–	﹤0.01%	2929
2021 Q2	$4.01K	Hold	100	–	–	﹤0.01%	2916
2021 Q1	$3.54K	Hold	100	–	–	﹤0.01%	2821
2020 Q4	$3.51K	Buy	+100	New	+$3.35K	﹤0.01%	2551

Other funds holding TECB

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

American Portfolios Advisors's TECB Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 0.31% in Q3 2022, buying an estimated $30 and bringing the position to 328 shares worth $8.57K. The position accounts for ﹤0.01% of the portfolio, ranked #2590.

American Portfolios Advisors first reported a position in TECB in Q4 2020 and has held it in 8 quarters since. The position peaked at $11.9K in Q1 2022. 32 funds tracked by Wall St. Rank hold TECB as of Q3 2022.

American Portfolios Advisors held 328 shares of iShares US Tech Breakthrough Multisector ETF worth $8.57K as of Q3 2022.
American Portfolios Advisors bought 1 iShares US Tech Breakthrough Multisector ETF share in Q3 2022, an estimated $30.
iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2590 holding.
American Portfolios Advisors first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2020 and has held it in 8 quarters since.
American Portfolios Advisors's iShares US Tech Breakthrough Multisector ETF position peaked at $11.9K in Q1 2022.
32 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.