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

Cetera Advisors’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	$230K	Buy	3,856 +273	+8%	+$16K	﹤0.01%	2133
2023 Q4	$215K	Buy	+3,583	New	+$193K	﹤0.01%	1600
2022 Q2	–	Sell	-3,388	Closed	-$200K	–	1490
2022 Q1	$200K	Buy	3,388 +35	+1%	+$2.06K	﹤0.01%	1308
2021 Q4	$222K	Sell	3,353 -1,452	-30%	-$94.6K	﹤0.01%	1267
2021 Q3	$301K	Buy	4,805 +1,494	+45%	+$96.3K	0.01%	1103
2021 Q2	$209K	Sell	3,311 -139	-4%	-$8.56K	0.01%	1219
2021 Q1	$204K	Buy	+3,450	New	+$205K	0.01%	1141
2019 Q3	–	Sell	-8,944	Closed	-$348K	–	976
2019 Q2	$348K	Buy	8,944 +1,520	+20%	+$57.8K	0.02%	662
2019 Q1	$286K	Sell	7,424 -4,743	-39%	-$173K	0.01%	651
2018 Q4	$401K	Sell	12,167 -4,909	-29%	-$174K	0.02%	539
2018 Q3	$659K	Buy	17,076 +1,139	+7%	+$43.3K	0.03%	466
2018 Q2	$576K	Sell	15,937 -2,116	-12%	-$77.7K	0.03%	467
2018 Q1	$654K	Buy	18,053 +9,235	+105%	+$342K	0.04%	402
2017 Q4	$315K	Buy	+8,818	New	+$309K	0.02%	574

Other funds holding XT

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AFA

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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Cetera Advisors's XT Position: Q1 2024 in Review

Cetera Advisors increased its iShares Future Exponential Technologies ETF (XT) stake by 7.6% in Q1 2024, buying an estimated $16K and bringing the position to 3,856 shares worth $230K. The position accounts for ﹤0.01% of the portfolio, ranked #2133.

Cetera Advisors first reported a position in XT in Q4 2017 and has held it in 14 quarters since. The position peaked at $659K in Q3 2018. 247 funds tracked by Wall St. Rank hold XT as of Q1 2024.

Cetera Advisors held 3,856 shares of iShares Future Exponential Technologies ETF worth $230K as of Q1 2024.
Cetera Advisors bought 273 iShares Future Exponential Technologies ETF shares in Q1 2024, an estimated $16K.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2133 holding.
Cetera Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2017 and has held it in 14 quarters since.
Cetera Advisors's iShares Future Exponential Technologies ETF position peaked at $659K in Q3 2018.
247 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2024.

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