Aptus Capital Advisors’s iShares US Tech Independence Focused ETF IETC Stock Holding History

Aptus Capital Advisors’s Portfolio IETC Stock Details IETC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-758	Closed	-$59.4K	–	1435
2024 Q3	$59.4K	Buy	+758	New	+$56.8K	﹤0.01%	910
2024 Q2	–	Sell	-758	Closed	-$53.7K	–	1206
2024 Q1	$53.7K	Buy	+758	New	+$51K	﹤0.01%	887
2023 Q4	–	Sell	-758	Closed	-$40.3K	–	942
2023 Q3	$40.3K	Buy	+758	New	+$42.1K	﹤0.01%	707
2023 Q2	–	Sell	-758	Closed	-$35.7K	–	829
2023 Q1	$35.7K	Hold	758	–	–	﹤0.01%	589
2022 Q4	$30.9K	Hold	758	–	–	﹤0.01%	627
2022 Q3	$30K	Hold	758	–	–	﹤0.01%	591
2022 Q2	$32K	Buy	+758	New	+$35.6K	﹤0.01%	504

Other funds holding IETC

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

SPI

Sutton Place Investors Katonah, New York $207M AUM 27.9% 1-Year Est. Return

Aptus Capital Advisors's IETC Position: Q4 2024 in Review

Aptus Capital Advisors sold out of iShares US Tech Independence Focused ETF (IETC) in Q4 2024, closing a stake of 758 shares — an estimated $59.4K sold.

Aptus Capital Advisors first reported a position in IETC in Q2 2022 and held it in 7 quarters. The position peaked at $59.4K in Q3 2024. 68 funds tracked by Wall St. Rank hold IETC as of Q4 2024.

Aptus Capital Advisors reported no remaining iShares US Tech Independence Focused ETF position as of Q4 2024 after selling out during the quarter.
Aptus Capital Advisors sold 758 iShares US Tech Independence Focused ETF shares in Q4 2024, an estimated $59.4K.
Aptus Capital Advisors first reported a position in iShares US Tech Independence Focused ETF in Q2 2022 and held it in 7 quarters.
Aptus Capital Advisors's iShares US Tech Independence Focused ETF position peaked at $59.4K in Q3 2024.
68 funds tracked by Wall St. Rank held iShares US Tech Independence Focused ETF as of Q4 2024.

Based on Aptus Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.