BAWC
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Boyce & Associates Wealth Consulting’s First Trust Expanded Technology ETF XPND Stock Holding History

Boyce & Associates Wealth Consulting’s Portfolio XPND Stock Details XPND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-17,447
Closed -$493K – 76
2025
Q1 		$493K Buy
17,447
+2,243
+15% +$68.6K 0.49% 39
2024
Q4 		$462K Buy
15,204
+4,736
+45% +$143K 0.47% 44
2024
Q3 		$301K Buy
10,468
+1,303
+14% +$36K 0.31% 52
2024
Q2 		$258K Buy
+9,165
New +$243K 0.3% 58

Other funds holding XPND

IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $1.94B AUM 25.76% 1-Year Est. Return
BIM
Bullseye Investment Management Cincinnati, Ohio $164M AUM 8.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HIS
Harvest Investment Services Oakbrook Terrace, Illinois $547M AUM 64.58% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.3B AUM 20.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Boyce & Associates Wealth Consulting's XPND Position: Q2 2025 in Review

Boyce & Associates Wealth Consulting sold out of First Trust Expanded Technology ETF (XPND) in Q2 2025, closing a stake of 17,447 shares — an estimated $493K sold.

Boyce & Associates Wealth Consulting first reported a position in XPND in Q2 2024 and held it in 4 quarters. The position peaked at $493K in Q1 2025. 21 funds tracked by Wall St. Rank hold XPND as of Q2 2025.

  • Boyce & Associates Wealth Consulting reported no remaining First Trust Expanded Technology ETF position as of Q2 2025 after selling out during the quarter.
  • Boyce & Associates Wealth Consulting sold 17,447 First Trust Expanded Technology ETF shares in Q2 2025, an estimated $493K.
  • Boyce & Associates Wealth Consulting first reported a position in First Trust Expanded Technology ETF in Q2 2024 and held it in 4 quarters.
  • Boyce & Associates Wealth Consulting's First Trust Expanded Technology ETF position peaked at $493K in Q1 2025.
  • 21 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q2 2025.

Based on Boyce & Associates Wealth Consulting's 13F filing for Q2 2025, filed 15 Jul 2025.