Belvedere Trading
XT icon

Belvedere Trading’s iShares Future Exponential Technologies ETF XT Stock Holding History

Belvedere Trading’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
2024
Q2 		– Sell
-10,200
Closed -$608K – 942
2024
Q1 		$608K Buy
10,200
+7,600
+292% +$446K ﹤0.01% 133
2023
Q4 		$156K Sell
2,600
-32,100
-93% -$1.73M ﹤0.01% 387
2023
Q3 		$1.81M Buy
34,700
+2,400
+7% +$132K ﹤0.01% 52
2023
Q2 		$1.8M Buy
+32,300
New +$1.7M ﹤0.01% 50
2021
Q3 		– Sell
-17,700
Closed -$1.11M – 612
2021
Q2 		$1.11M Buy
+17,700
New +$1.09M 0.08% 49

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return