Certified Advisory Corp’s iShares Future Exponential Technologies ETF XT Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-1,379	Closed	-$49K	–	822
2020 Q1	$49K	Buy	+1,379	New	+$56.3K	0.02%	284
2019 Q4	–	Sell	-2,881	Closed	-$111K	–	856
2019 Q3	$111K	Sell	2,881 -500	-15%	-$19.3K	0.04%	228
2019 Q2	$130K	Buy	+3,381	New	+$129K	0.05%	208

Other funds holding XT

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 New York $544B AUM 28.31% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Certified Advisory Corp's XT Position: Q2 2020 in Review

Certified Advisory Corp sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2020, closing a stake of 1,379 shares — an estimated $49K sold.

Certified Advisory Corp first reported a position in XT in Q2 2019 and held it in 3 quarters. The position peaked at $130K in Q2 2019. 133 funds tracked by Wall St. Rank hold XT as of Q2 2020.

Certified Advisory Corp reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2020 after selling out during the quarter.
Certified Advisory Corp sold 1,379 iShares Future Exponential Technologies ETF shares in Q2 2020, an estimated $49K.
Certified Advisory Corp first reported a position in iShares Future Exponential Technologies ETF in Q2 2019 and held it in 3 quarters.
Certified Advisory Corp's iShares Future Exponential Technologies ETF position peaked at $130K in Q2 2019.
133 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2020.

Based on Certified Advisory Corp's 13F filing for Q2 2020, filed 27 Jul 2020.