Catalyst Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Catalyst Wealth Management’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
2023 Q1	$406K	Sell	7,699 -1,027	-12%	-$52.8K	0.38%	84
2022 Q4	$413K	Buy	+8,726	New	+$418K	0.39%	81

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Catalyst Wealth Management's XT Position: Q1 2023 in Review

Catalyst Wealth Management reduced its iShares Future Exponential Technologies ETF (XT) stake by 12% in Q1 2023, selling an estimated $52.8K and leaving 7,699 shares worth $406K. The position accounts for 0.38% of the portfolio, ranked #84.

Catalyst Wealth Management first reported a position in XT in Q4 2022 and has held it in 2 quarters since. The position peaked at $413K in Q4 2022. 212 funds tracked by Wall St. Rank hold XT as of Q1 2023.

Catalyst Wealth Management held 7,699 shares of iShares Future Exponential Technologies ETF worth $406K as of Q1 2023.
Catalyst Wealth Management sold 1,027 iShares Future Exponential Technologies ETF shares in Q1 2023, an estimated $52.8K.
iShares Future Exponential Technologies ETF made up 0.38% of Catalyst Wealth Management's portfolio in Q1 2023, its #84 holding.
Catalyst Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2022 and has held it in 2 quarters since.
Catalyst Wealth Management's iShares Future Exponential Technologies ETF position peaked at $413K in Q4 2022.
212 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.