Capital Investment Advisory Services’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Capital Investment Advisory Services’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
2026 Q2	$35.9K	Hold	500	–	–	﹤0.01%	999
2026 Q1	$27.7K	Hold	500	–	–	﹤0.01%	952
2025 Q4	$30.4K	Buy	+500	New	+$30.7K	﹤0.01%	910
2025 Q3	–	Sell	-509	Closed	-$29.2K	–	1136
2025 Q2	$29.2K	Hold	509	–	–	﹤0.01%	826
2025 Q1	$24.9K	Buy	+509	New	+$27.1K	﹤0.01%	794
2024 Q2	–	Sell	-509	Closed	-$24.4K	–	995
2024 Q1	$24.4K	Hold	509	–	–	﹤0.01%	747
2023 Q4	$21.8K	Buy	+509	New	+$19.8K	﹤0.01%	765

Other funds holding TECB

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SFPG

Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Capital Investment Advisory Services's TECB Position: Q2 2026 in Review

Capital Investment Advisory Services held its iShares US Tech Breakthrough Multisector ETF (TECB) position steady in Q2 2026 at 500 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #999.

Capital Investment Advisory Services first reported a position in TECB in Q4 2023 and has held it in 7 quarters since. 76 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

Capital Investment Advisory Services held 500 shares of iShares US Tech Breakthrough Multisector ETF worth $35.9K as of Q2 2026.
Capital Investment Advisory Services left its iShares US Tech Breakthrough Multisector ETF share count unchanged in Q2 2026.
iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #999 holding.
Capital Investment Advisory Services first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2023 and has held it in 7 quarters since.
76 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.