Consolidated Planning Corp’s iShares Future Exponential Technologies ETF XT Stock Holding History

Consolidated Planning 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
2024 Q2	–	Sell	-9,454	Closed	-$564K	–	208
2024 Q1	$564K	Sell	9,454 -11,802	-56%	-$693K	0.1%	106
2023 Q4	$1.27M	Sell	21,256 -1,645	-7%	-$88.7K	0.24%	82
2023 Q3	$1.2M	Sell	22,901 -133	-0.6%	-$7.32K	0.26%	80
2023 Q2	$1.28M	Buy	23,034 +357	+2%	+$18.8K	0.27%	85
2023 Q1	$1.2M	Sell	22,677 -1,119	-5%	-$57.5K	0.31%	77
2022 Q4	$1.13M	Buy	+23,796	New	+$1.14M	0.31%	76
2022 Q3	–	Sell	-27,009	Closed	-$1.29M	–	126
2022 Q2	$1.29M	Buy	+27,009	New	+$1.4M	0.4%	63

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

AFA

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

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

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

NEPWA

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Consolidated Planning Corp's XT Position: Q2 2024 in Review

Consolidated Planning Corp sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2024, closing a stake of 9,454 shares — an estimated $564K sold.

Consolidated Planning Corp first reported a position in XT in Q2 2022 and held it in 7 quarters. The position peaked at $1.29M in Q2 2022. 244 funds tracked by Wall St. Rank hold XT as of Q2 2024.

Consolidated Planning Corp reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2024 after selling out during the quarter.
Consolidated Planning Corp sold 9,454 iShares Future Exponential Technologies ETF shares in Q2 2024, an estimated $564K.
Consolidated Planning Corp first reported a position in iShares Future Exponential Technologies ETF in Q2 2022 and held it in 7 quarters.
Consolidated Planning Corp's iShares Future Exponential Technologies ETF position peaked at $1.29M in Q2 2022.
244 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2024.

Based on Consolidated Planning Corp's 13F filing for Q2 2024, filed 2 Aug 2024.