B. Riley Wealth Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

B. Riley Wealth Advisors’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
2022 Q2	–	Sell	-3,728	Closed	-$221K	–	1402
2022 Q1	$221K	Sell	3,728 -350	-9%	-$20.6K	0.01%	1168
2021 Q4	$270K	Sell	4,078 -193	-5%	-$12.6K	0.01%	1128
2021 Q3	$268K	Sell	4,271 -2,592	-38%	-$167K	0.01%	1100
2021 Q2	$435K	Sell	6,863 -2,463	-26%	-$152K	0.01%	836
2021 Q1	$553K	Buy	9,326 +101	+1%	+$6K	0.02%	685
2020 Q4	$529K	Buy	+9,225	New	+$487K	0.03%	524
2020 Q3	–	Sell	-6,211	Closed	-$277K	–	986
2020 Q2	$277K	Buy	+6,211	New	+$255K	0.02%	655

Other funds holding XT

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

NEPWA

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

B. Riley Wealth Advisors's XT Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2022, closing a stake of 3,728 shares — an estimated $221K sold.

B. Riley Wealth Advisors first reported a position in XT in Q2 2020 and held it in 7 quarters. The position peaked at $553K in Q1 2021. 222 funds tracked by Wall St. Rank hold XT as of Q2 2022.

B. Riley Wealth Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2022 after selling out during the quarter.
B. Riley Wealth Advisors sold 3,728 iShares Future Exponential Technologies ETF shares in Q2 2022, an estimated $221K.
B. Riley Wealth Advisors first reported a position in iShares Future Exponential Technologies ETF in Q2 2020 and held it in 7 quarters.
B. Riley Wealth Advisors's iShares Future Exponential Technologies ETF position peaked at $553K in Q1 2021.
222 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.