Atria Wealth Solutions’s iShares Future Exponential Technologies ETF XT Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-4,237	Closed	-$253K	–	2082
2024 Q1	$253K	Sell	4,237 -279	-6%	-$16.4K	﹤0.01%	1671
2023 Q4	$270K	Sell	4,516 -4,556	-50%	-$246K	﹤0.01%	1569
2023 Q3	$474K	Buy	9,072 +341	+4%	+$18.8K	0.01%	1155
2023 Q2	$485K	Buy	8,731 +4,719	+118%	+$249K	0.01%	1175
2023 Q1	$211K	Sell	4,012 -300	-7%	-$15.4K	﹤0.01%	1642
2022 Q4	$204K	Sell	4,312 -448	-9%	-$21.4K	﹤0.01%	1601
2022 Q3	$212K	Sell	4,760 -724	-13%	-$36.1K	﹤0.01%	1520
2022 Q2	$263K	Buy	+5,484	New	+$285K	﹤0.01%	1282

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

AFA

Alpha Financial Advisors Charlotte, North Carolina $382M AUM 19.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Atria Wealth Solutions's XT Position: Q2 2024 in Review

Atria Wealth Solutions sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2024, closing a stake of 4,237 shares — an estimated $253K sold.

Atria Wealth Solutions first reported a position in XT in Q2 2022 and held it in 8 quarters. The position peaked at $485K in Q2 2023. 244 funds tracked by Wall St. Rank hold XT as of Q2 2024.

Atria Wealth Solutions reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2024 after selling out during the quarter.
Atria Wealth Solutions sold 4,237 iShares Future Exponential Technologies ETF shares in Q2 2024, an estimated $253K.
Atria Wealth Solutions first reported a position in iShares Future Exponential Technologies ETF in Q2 2022 and held it in 8 quarters.
Atria Wealth Solutions's iShares Future Exponential Technologies ETF position peaked at $485K in Q2 2023.
244 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2024.

Based on Atria Wealth Solutions's 13F filing for Q2 2024, filed 22 Jul 2024.