CAPTRUST Financial Advisors
IDAT

CAPTRUST Financial Advisors’s iShares Future Cloud 5G and Tech ETF IDAT Stock Holding History

CAPTRUST Financial Advisors’s Portfolio IDAT Stock Details IDAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-7,431
Closed -$197K – 5025
2022
Q1 		$197K Buy
+7,431
New +$201K ﹤0.01% 1734

Other funds holding IDAT

FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

CAPTRUST Financial Advisors's IDAT Position: Q2 2022 in Review

CAPTRUST Financial Advisors sold out of iShares Future Cloud 5G and Tech ETF (IDAT) in Q2 2022, closing a stake of 7,431 shares — an estimated $197K sold.

CAPTRUST Financial Advisors first reported a position in IDAT in Q1 2022 and held it in 1 quarter. The position peaked at $197K in Q1 2022. 11 funds tracked by Wall St. Rank hold IDAT as of Q2 2022.

  • CAPTRUST Financial Advisors reported no remaining iShares Future Cloud 5G and Tech ETF position as of Q2 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 7,431 iShares Future Cloud 5G and Tech ETF shares in Q2 2022, an estimated $197K.
  • CAPTRUST Financial Advisors first reported a position in iShares Future Cloud 5G and Tech ETF in Q1 2022 and held it in 1 quarter.
  • CAPTRUST Financial Advisors's iShares Future Cloud 5G and Tech ETF position peaked at $197K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held iShares Future Cloud 5G and Tech ETF as of Q2 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.