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Capital Asset Advisory Services’s iShares Future Exponential Technologies ETF XT Stock Holding History

Capital Asset Advisory Services’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
2020
Q1 		– Sell
-1,211
Closed -$54K – 625
2019
Q4 		$54K Buy
+1,211
New +$49.3K 0.01% 427

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RW
REDW Wealth Albuquerque, New Mexico $251M AUM 15.79% 1-Year Est. Return

Capital Asset Advisory Services's XT Position: Q1 2020 in Review

Capital Asset Advisory Services sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2020, closing a stake of 1,211 shares — an estimated $54K sold.

Capital Asset Advisory Services first reported a position in XT in Q4 2019 and held it in 1 quarter. The position peaked at $54K in Q4 2019. 129 funds tracked by Wall St. Rank hold XT as of Q1 2020.

  • Capital Asset Advisory Services reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2020 after selling out during the quarter.
  • Capital Asset Advisory Services sold 1,211 iShares Future Exponential Technologies ETF shares in Q1 2020, an estimated $54K.
  • Capital Asset Advisory Services first reported a position in iShares Future Exponential Technologies ETF in Q4 2019 and held it in 1 quarter.
  • Capital Asset Advisory Services's iShares Future Exponential Technologies ETF position peaked at $54K in Q4 2019.
  • 129 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2020.

Based on Capital Asset Advisory Services's 13F filing for Q1 2020, filed 18 May 2020.