American Portfolios Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

American Portfolios 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 Q3	$7.18K	Sell	161 -918	-85%	-$45.8K	﹤0.01%	2662
2022 Q2	$51.7K	Sell	1,079 -241	-18%	-$12.5K	﹤0.01%	1741
2022 Q1	$77.9K	Sell	1,320 -346	-21%	-$20.3K	﹤0.01%	1655
2021 Q4	$110K	Sell	1,666 -360	-18%	-$23.5K	﹤0.01%	1464
2021 Q3	$127K	Buy	2,026 +511	+34%	+$32.9K	﹤0.01%	1344
2021 Q2	$95.8K	Buy	+1,515	New	+$93.3K	﹤0.01%	1438
2020 Q2	–	Sell	-702	Closed	-$25K	–	2903
2020 Q1	$25K	Sell	702 -884	-56%	-$36.1K	﹤0.01%	1445
2019 Q4	$67.8K	Buy	+1,586	New	+$64.5K	﹤0.01%	1228
2019 Q3	–	Sell	-262	Closed	-$10.1K	–	2909
2019 Q2	$10.1K	Hold	262	–	–	﹤0.01%	1895
2019 Q1	$9.95K	Sell	262 -499	-66%	-$18.2K	﹤0.01%	1830
2018 Q4	$25.3K	Buy	761 +443	+139%	+$15.7K	﹤0.01%	1285
2018 Q3	$12.3K	Sell	318 -758	-70%	-$28.8K	﹤0.01%	1671
2018 Q2	$39K	Buy	1,076 +588	+120%	+$21.6K	0.01%	1169
2018 Q1	$17.8K	Buy	+488	New	+$18.1K	﹤0.01%	1422

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NEPWA

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

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

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

American Portfolios Advisors reduced its iShares Future Exponential Technologies ETF (XT) stake by 85% in Q3 2022, selling an estimated $45.8K and leaving 161 shares worth $7.18K. The position accounts for ﹤0.01% of the portfolio, ranked #2662.

American Portfolios Advisors first reported a position in XT in Q1 2018 and has held it in 14 quarters since. The position peaked at $127K in Q3 2021. 215 funds tracked by Wall St. Rank hold XT as of Q3 2022.

American Portfolios Advisors held 161 shares of iShares Future Exponential Technologies ETF worth $7.18K as of Q3 2022.
American Portfolios Advisors sold 918 iShares Future Exponential Technologies ETF shares in Q3 2022, an estimated $45.8K.
iShares Future Exponential Technologies ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2662 holding.
American Portfolios Advisors first reported a position in iShares Future Exponential Technologies ETF in Q1 2018 and has held it in 14 quarters since.
American Portfolios Advisors's iShares Future Exponential Technologies ETF position peaked at $127K in Q3 2021.
215 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2022.

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