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

Avantax Planning 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
2018 Q4	–	Sell	-1,937	Closed	-$75K	–	1228
2018 Q3	$75K	Buy	+1,937	New	+$73.6K	0.01%	399
2018 Q2	–	Sell	-3,051	Closed	-$111K	–	1518
2018 Q1	$111K	Buy	+3,051	New	+$113K	0.01%	393

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Donoghue Forlines Boston, Massachusetts $361M AUM 49.41% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

NEPWA

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

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

Avantax Planning Partners's XT Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2018, closing a stake of 1,937 shares — an estimated $75K sold.

Avantax Planning Partners first reported a position in XT in Q1 2018 and held it in 2 quarters. The position peaked at $111K in Q1 2018. 93 funds tracked by Wall St. Rank hold XT as of Q4 2018.

Avantax Planning Partners reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 1,937 iShares Future Exponential Technologies ETF shares in Q4 2018, an estimated $75K.
Avantax Planning Partners first reported a position in iShares Future Exponential Technologies ETF in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's iShares Future Exponential Technologies ETF position peaked at $111K in Q1 2018.
93 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.