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

Cetera Advisors’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
2024 Q1	$440K	Sell	9,179 -155	-2%	-$7.14K	﹤0.01%	1685
2023 Q4	$401K	Buy	9,334 +1	+0%	+$39	0.01%	1262
2023 Q3	$341K	Hold	9,333	–	–	0.01%	1258
2023 Q2	$353K	Hold	9,333	–	–	0.01%	1221
2023 Q1	$310K	Buy	9,333 +88	+1%	+$2.69K	0.01%	1269
2022 Q4	$253K	Sell	9,245 -1,161	-11%	-$32.3K	﹤0.01%	1324
2022 Q3	$272K	Buy	10,406 +2,667	+34%	+$79.4K	0.01%	1016
2022 Q2	$218K	Hold	7,739	–	–	0.01%	1197
2022 Q1	$282K	Sell	7,739 -30,856	-80%	-$1.12M	0.01%	1135
2021 Q4	$1.62M	Buy	38,595 +1,183	+3%	+$50.1K	0.03%	453
2021 Q3	$1.54M	Buy	37,412 +29,518	+374%	+$1.24M	0.03%	474
2021 Q2	$316K	Buy	+7,894	New	+$296K	0.01%	1030

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

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

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

SSWM

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

SPC

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

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Cetera Advisors's TECB Position: Q1 2024 in Review

Cetera Advisors reduced its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 1.7% in Q1 2024, selling an estimated $7.14K and leaving 9,179 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Cetera Advisors first reported a position in TECB in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.62M in Q4 2021. 65 funds tracked by Wall St. Rank hold TECB as of Q1 2024.

Cetera Advisors held 9,179 shares of iShares US Tech Breakthrough Multisector ETF worth $440K as of Q1 2024.
Cetera Advisors sold 155 iShares US Tech Breakthrough Multisector ETF shares in Q1 2024, an estimated $7.14K.
iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1685 holding.
Cetera Advisors first reported a position in iShares US Tech Breakthrough Multisector ETF in Q2 2021 and has held it in 12 quarters since.
Cetera Advisors's iShares US Tech Breakthrough Multisector ETF position peaked at $1.62M in Q4 2021.
65 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2024.

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