Benjamin F. Edwards & Company’s iShares Future Exponential Technologies ETF XT Stock Holding History

Benjamin F. Edwards & Company’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	$149K	Buy	2,538 +95	+4%	+$5.52K	﹤0.01%	998
2024 Q1	$146K	Buy	2,443 +173	+8%	+$10.2K	﹤0.01%	999
2023 Q4	$136K	Buy	2,270 +4	+0.2%	+$216	﹤0.01%	984
2023 Q3	$118K	Buy	2,266 +1,252	+123%	+$68.9K	﹤0.01%	858
2023 Q2	$56K	Hold	1,014	–	–	﹤0.01%	1056
2023 Q1	$53K	Hold	1,014	–	–	﹤0.01%	1080
2022 Q4	$48K	Buy	1,014 +472	+87%	+$22.6K	﹤0.01%	1087
2022 Q3	$24K	Buy	+542	New	+$27K	﹤0.01%	1217
2020 Q2	–	Sell	-30	Closed	-$1K	–	1816
2020 Q1	$1K	Hold	30	–	–	﹤0.01%	1677
2019 Q4	$1K	Hold	30	–	–	﹤0.01%	1837
2019 Q3	$1K	Hold	30	–	–	﹤0.01%	1809
2019 Q2	$1K	Buy	+30	New	+$1.14K	﹤0.01%	1872

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFA

Alpha Financial Advisors Charlotte, North Carolina $382M AUM 19.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

WAP

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

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

Benjamin F. Edwards & Company increased its iShares Future Exponential Technologies ETF (XT) stake by 3.9% in Q2 2024, buying an estimated $5.52K and bringing the position to 2,538 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Benjamin F. Edwards & Company first reported a position in XT in Q2 2019 and has held it in 12 quarters since. 244 funds tracked by Wall St. Rank hold XT as of Q2 2024.

Benjamin F. Edwards & Company held 2,538 shares of iShares Future Exponential Technologies ETF worth $149K as of Q2 2024.
Benjamin F. Edwards & Company bought 95 iShares Future Exponential Technologies ETF shares in Q2 2024, an estimated $5.52K.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #998 holding.
Benjamin F. Edwards & Company first reported a position in iShares Future Exponential Technologies ETF in Q2 2019 and has held it in 12 quarters since.
244 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2024.

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