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Cetera Advisor Networks’s iShares Future Exponential Technologies ETF XT Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$715K Buy
11,993
+3,628
+43% +$213K ﹤0.01% 1679
2023
Q4 		$501K Sell
8,365
-241
-3% -$13K ﹤0.01% 1878
2023
Q3 		$449K Sell
8,606
-211
-2% -$11.6K ﹤0.01% 1842
2023
Q2 		$490K Sell
8,817
-5,352
-38% -$282K ﹤0.01% 1723
2023
Q1 		$747K Sell
14,169
-766
-5% -$39.4K 0.01% 1423
2022
Q4 		$707K Sell
14,935
-548
-4% -$26.2K 0.01% 1394
2022
Q3 		$690K Buy
15,483
+625
+4% +$31.2K 0.01% 1094
2022
Q2 		$712K Buy
14,858
+327
+2% +$17K 0.01% 1059
2022
Q1 		$858K Sell
14,531
-164
-1% -$9.64K 0.01% 991
2021
Q4 		$971K Buy
14,695
+1,298
+10% +$84.6K 0.01% 919
2021
Q3 		$841K Buy
13,397
+112
+0.8% +$7.22K 0.01% 930
2021
Q2 		$840K Buy
13,285
+266
+2% +$16.4K 0.01% 903
2021
Q1 		$771K Buy
13,019
+682
+6% +$40.6K 0.02% 683
2020
Q4 		$706K Hold
12,337
– – 0.02% 658
2020
Q3 		$599K Buy
12,337
+37
+0.3% +$1.77K 0.02% 640
2020
Q2 		$548K Buy
12,300
+80
+0.7% +$3.28K 0.01% 663
2020
Q1 		$435K Sell
12,220
-7,473
-38% -$305K 0.01% 659
2019
Q4 		$842K Buy
19,693
+1,000
+5% +$40.7K 0.02% 550
2019
Q3 		$723K Buy
18,693
+7,734
+71% +$298K 0.02% 567
2019
Q2 		$423K Buy
+10,959
New +$417K 0.01% 748

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $382M AUM 19.08% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Advisor Networks's XT Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares Future Exponential Technologies ETF (XT) stake by 43% in Q1 2024, buying an estimated $213K and bringing the position to 11,993 shares worth $715K. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

Cetera Advisor Networks first reported a position in XT in Q2 2019 and has held it in 20 quarters since. The position peaked at $971K in Q4 2021. 248 funds tracked by Wall St. Rank hold XT as of Q1 2024.

  • Cetera Advisor Networks held 11,993 shares of iShares Future Exponential Technologies ETF worth $715K as of Q1 2024.
  • Cetera Advisor Networks bought 3,628 iShares Future Exponential Technologies ETF shares in Q1 2024, an estimated $213K.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1679 holding.
  • Cetera Advisor Networks first reported a position in iShares Future Exponential Technologies ETF in Q2 2019 and has held it in 20 quarters since.
  • Cetera Advisor Networks's iShares Future Exponential Technologies ETF position peaked at $971K in Q4 2021.
  • 248 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.