BFEC
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Benjamin F. Edwards & Company’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$138K Buy
2,736
+111
+4% +$5.29K ﹤0.01% 1016
2024
Q1 		$126K Buy
2,625
+148
+6% +$6.82K ﹤0.01% 1035
2023
Q4 		$106K Buy
2,477
+3
+0.1% +$117 ﹤0.01% 1055
2023
Q3 		$90K Buy
+2,474
New +$93.9K ﹤0.01% 918

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Benjamin F. Edwards & Company's TECB Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 4.2% in Q2 2024, buying an estimated $5.29K and bringing the position to 2,736 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Benjamin F. Edwards & Company first reported a position in TECB in Q3 2023 and has held it in 4 quarters since. 67 funds tracked by Wall St. Rank hold TECB as of Q2 2024.

  • Benjamin F. Edwards & Company held 2,736 shares of iShares US Tech Breakthrough Multisector ETF worth $138K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 111 iShares US Tech Breakthrough Multisector ETF shares in Q2 2024, an estimated $5.29K.
  • iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1016 holding.
  • Benjamin F. Edwards & Company first reported a position in iShares US Tech Breakthrough Multisector ETF in Q3 2023 and has held it in 4 quarters since.
  • 67 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.