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Buckingham Strategic Wealth’s iShares Future Exponential Technologies ETF XT Stock Holding History

Buckingham Strategic Wealth’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 		$356K Sell
6,057
-3,166
-34% -$184K ﹤0.01% 550
2024
Q1 		$550K Sell
9,223
-7,273
-44% -$427K 0.01% 436
2023
Q4 		$988K Buy
+16,496
New +$890K 0.01% 327

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 $71.6B AUM 21.08% 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

Buckingham Strategic Wealth's XT Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its iShares Future Exponential Technologies ETF (XT) stake by 34% in Q2 2024, selling an estimated $184K and leaving 6,057 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #550.

Buckingham Strategic Wealth first reported a position in XT in Q4 2023 and has held it in 3 quarters since. The position peaked at $988K in Q4 2023. 244 funds tracked by Wall St. Rank hold XT as of Q2 2024.

  • Buckingham Strategic Wealth held 6,057 shares of iShares Future Exponential Technologies ETF worth $356K as of Q2 2024.
  • Buckingham Strategic Wealth sold 3,166 iShares Future Exponential Technologies ETF shares in Q2 2024, an estimated $184K.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #550 holding.
  • Buckingham Strategic Wealth first reported a position in iShares Future Exponential Technologies ETF in Q4 2023 and has held it in 3 quarters since.
  • Buckingham Strategic Wealth's iShares Future Exponential Technologies ETF position peaked at $988K in Q4 2023.
  • 244 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.