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Avestar Capital’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Avestar Capital’s Portfolio TECB Stock Details TECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-8,921
Closed -$326K – 437
2023
Q3 		$326K Buy
+8,921
New +$339K 0.05% 231

Other funds holding TECB

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
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Avestar Capital's TECB Position: Q4 2023 in Review

Avestar Capital sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q4 2023, closing a stake of 8,921 shares — an estimated $326K sold.

Avestar Capital first reported a position in TECB in Q3 2023 and held it in 1 quarter. The position peaked at $326K in Q3 2023. 53 funds tracked by Wall St. Rank hold TECB as of Q4 2023.

  • Avestar Capital reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q4 2023 after selling out during the quarter.
  • Avestar Capital sold 8,921 iShares US Tech Breakthrough Multisector ETF shares in Q4 2023, an estimated $326K.
  • Avestar Capital first reported a position in iShares US Tech Breakthrough Multisector ETF in Q3 2023 and held it in 1 quarter.
  • Avestar Capital's iShares US Tech Breakthrough Multisector ETF position peaked at $326K in Q3 2023.
  • 53 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q4 2023.

Based on Avestar Capital's 13F filing for Q4 2023, filed 12 Feb 2024.