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Cullen/Frost Bankers’s iShares Future Exponential Technologies ETF XT Stock Holding History

Cullen/Frost Bankers’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 		– Sell
-1,774
Closed -$106K – 1105
2023
Q4 		$106K Sell
1,774
-1,775
-50% -$95.7K ﹤0.01% 563
2023
Q3 		$185K Buy
+3,549
New +$195K ﹤0.01% 509

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cullen/Frost Bankers's XT Position: Q1 2024 in Review

Cullen/Frost Bankers sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2024, closing a stake of 1,774 shares — an estimated $106K sold.

Cullen/Frost Bankers first reported a position in XT in Q3 2023 and held it in 2 quarters. The position peaked at $185K in Q3 2023. 247 funds tracked by Wall St. Rank hold XT as of Q1 2024.

  • Cullen/Frost Bankers reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2024 after selling out during the quarter.
  • Cullen/Frost Bankers sold 1,774 iShares Future Exponential Technologies ETF shares in Q1 2024, an estimated $106K.
  • Cullen/Frost Bankers first reported a position in iShares Future Exponential Technologies ETF in Q3 2023 and held it in 2 quarters.
  • Cullen/Frost Bankers's iShares Future Exponential Technologies ETF position peaked at $185K in Q3 2023.
  • 247 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2024.

Based on Cullen/Frost Bankers's 13F filing for Q1 2024, filed 10 May 2024.