Cetera Advisor Networks’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Cetera Advisor Networks’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
2023 Q4	–	Sell	-9,550	Closed	-$349K	–	2864
2023 Q3	$349K	Buy	9,550 +1,766	+23%	+$67K	﹤0.01%	2036
2023 Q2	$295K	Buy	+7,784	New	+$269K	﹤0.01%	2097

Other funds holding TECB

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

SSWM

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AWM

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Cetera Advisor Networks's TECB Position: Q4 2023 in Review

Cetera Advisor Networks sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q4 2023, closing a stake of 9,550 shares — an estimated $349K sold.

Cetera Advisor Networks first reported a position in TECB in Q2 2023 and held it in 2 quarters. The position peaked at $349K in Q3 2023. 53 funds tracked by Wall St. Rank hold TECB as of Q4 2023.

Cetera Advisor Networks reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q4 2023 after selling out during the quarter.
Cetera Advisor Networks sold 9,550 iShares US Tech Breakthrough Multisector ETF shares in Q4 2023, an estimated $349K.
Cetera Advisor Networks first reported a position in iShares US Tech Breakthrough Multisector ETF in Q2 2023 and held it in 2 quarters.
Cetera Advisor Networks's iShares US Tech Breakthrough Multisector ETF position peaked at $349K in Q3 2023.
53 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q4 2023.

Based on Cetera Advisor Networks's 13F filing for Q4 2023, filed 13 Feb 2024.