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

Aspect 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
2024
Q3 		– Sell
-66
Closed -$3.88K – 591
2024
Q2 		$3.88K Hold
66
– – ﹤0.01% 373
2024
Q1 		$3.94K Hold
66
– – ﹤0.01% 371
2023
Q4 		$3.95K Buy
+66
New +$3.56K ﹤0.01% 361

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Aspect Partners's XT Position: Q3 2024 in Review

Aspect Partners sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2024, closing a stake of 66 shares — an estimated $3.88K sold.

Aspect Partners first reported a position in XT in Q4 2023 and held it in 3 quarters. The position peaked at $3.95K in Q4 2023. 234 funds tracked by Wall St. Rank hold XT as of Q3 2024.

  • Aspect Partners reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2024 after selling out during the quarter.
  • Aspect Partners sold 66 iShares Future Exponential Technologies ETF shares in Q3 2024, an estimated $3.88K.
  • Aspect Partners first reported a position in iShares Future Exponential Technologies ETF in Q4 2023 and held it in 3 quarters.
  • Aspect Partners's iShares Future Exponential Technologies ETF position peaked at $3.95K in Q4 2023.
  • 234 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2024.

Based on Aspect Partners's 13F filing for Q3 2024, filed 15 Oct 2024.