Bay Harbor Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Bay Harbor Wealth Management’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
2021 Q1	–	Sell	-72	Closed	-$4K	–	440
2020 Q4	$4K	Buy	72 +21	+41%	+$1.11K	﹤0.01%	304
2020 Q3	$2K	Buy	+51	New	+$2.44K	﹤0.01%	329

Other funds holding XT

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

BCI

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

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

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

HSA

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bay Harbor Wealth Management's XT Position: Q1 2021 in Review

Bay Harbor Wealth Management sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2021, closing a stake of 72 shares — an estimated $4K sold.

Bay Harbor Wealth Management first reported a position in XT in Q3 2020 and held it in 2 quarters. The position peaked at $4K in Q4 2020. 209 funds tracked by Wall St. Rank hold XT as of Q1 2021.

Bay Harbor Wealth Management reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2021 after selling out during the quarter.
Bay Harbor Wealth Management sold 72 iShares Future Exponential Technologies ETF shares in Q1 2021, an estimated $4K.
Bay Harbor Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q3 2020 and held it in 2 quarters.
Bay Harbor Wealth Management's iShares Future Exponential Technologies ETF position peaked at $4K in Q4 2020.
209 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2021.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.