Americana Partners’s iShares Future Exponential Technologies ETF XT Stock Holding History

Americana Partners’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 Q4	–	Sell	-7,085	Closed	-$315K	–	270
2022 Q3	$315K	Hold	7,085	–	–	0.06%	187
2022 Q2	$339K	Hold	7,085	–	–	0.06%	176
2022 Q1	$418K	Buy	+7,085	New	+$417K	0.13%	147

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

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

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

NEPWA

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

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

Americana Partners's XT Position: Q4 2022 in Review

Americana Partners sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2022, closing a stake of 7,085 shares — an estimated $315K sold.

Americana Partners first reported a position in XT in Q1 2022 and held it in 3 quarters. The position peaked at $418K in Q1 2022. 223 funds tracked by Wall St. Rank hold XT as of Q4 2022.

Americana Partners reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2022 after selling out during the quarter.
Americana Partners sold 7,085 iShares Future Exponential Technologies ETF shares in Q4 2022, an estimated $315K.
Americana Partners first reported a position in iShares Future Exponential Technologies ETF in Q1 2022 and held it in 3 quarters.
Americana Partners's iShares Future Exponential Technologies ETF position peaked at $418K in Q1 2022.
223 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2022.

Based on Americana Partners's 13F filing for Q4 2022, filed 30 Jan 2023.