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

EverSource Wealth 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
2023 Q2	–	Sell	-96	Closed	-$3.19K	–	2604
2023 Q1	$3.19K	Buy	+96	New	+$2.94K	﹤0.01%	1793

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

SSWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SPC

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

CPC

Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

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

BCM

Brasada Capital Management Houston, Texas $545M AUM 18.58% 1-Year Est. Return

EverSource Wealth Advisors's TECB Position: Q2 2023 in Review

EverSource Wealth Advisors sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q2 2023, closing a stake of 96 shares — an estimated $3.19K sold.

EverSource Wealth Advisors first reported a position in TECB in Q1 2023 and held it in 1 quarter. The position peaked at $3.19K in Q1 2023. 38 funds tracked by Wall St. Rank hold TECB as of Q2 2023.

EverSource Wealth Advisors reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q2 2023 after selling out during the quarter.
EverSource Wealth Advisors sold 96 iShares US Tech Breakthrough Multisector ETF shares in Q2 2023, an estimated $3.19K.
EverSource Wealth Advisors first reported a position in iShares US Tech Breakthrough Multisector ETF in Q1 2023 and held it in 1 quarter.
EverSource Wealth Advisors's iShares US Tech Breakthrough Multisector ETF position peaked at $3.19K in Q1 2023.
38 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2023.

Based on EverSource Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.