Beacon Capital Management Inc (Ohio)’s iShares Future Exponential Technologies ETF XT Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2023 Q1	–	Sell	-24	Closed	-$1.11K	–	131
2022 Q4	$1.11K	Buy	+24	New	+$1.15K	﹤0.01%	85

Other funds holding XT

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Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NEPWA

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

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

WAP

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s XT Position: Q1 2023 in Review

Beacon Capital Management Inc (Ohio) sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2023, closing a stake of 24 shares — an estimated $1.11K sold.

Beacon Capital Management Inc (Ohio) first reported a position in XT in Q4 2022 and held it in 1 quarter. The position peaked at $1.11K in Q4 2022. 212 funds tracked by Wall St. Rank hold XT as of Q1 2023.

Beacon Capital Management Inc (Ohio) reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2023 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 24 iShares Future Exponential Technologies ETF shares in Q1 2023, an estimated $1.11K.
Beacon Capital Management Inc (Ohio) first reported a position in iShares Future Exponential Technologies ETF in Q4 2022 and held it in 1 quarter.
Beacon Capital Management Inc (Ohio)'s iShares Future Exponential Technologies ETF position peaked at $1.11K in Q4 2022.
212 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2023.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q1 2023, filed 24 Apr 2023.