FM
BTEK

Family Management’s BlackRock Future Tech ETF BTEK Stock Holding History

Family Management’s Portfolio BTEK Stock Details BTEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,971
Closed -$281K – 202
2024
Q1 		$281K Buy
+10,971
New +$269K 0.05% 121

Other funds holding BTEK

SA
Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
PWP
Private Wealth Partners Mill Valley, California $1.4B AUM 36.82% 1-Year Est. Return
AFS
Annapolis Financial Services Annapolis, Maryland $338M AUM 23.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Family Management's BTEK Position: Q2 2024 in Review

Family Management sold out of BlackRock Future Tech ETF (BTEK) in Q2 2024, closing a stake of 10,971 shares — an estimated $281K sold.

Family Management first reported a position in BTEK in Q1 2024 and held it in 1 quarter. The position peaked at $281K in Q1 2024. 10 funds tracked by Wall St. Rank hold BTEK as of Q2 2024.

  • Family Management reported no remaining BlackRock Future Tech ETF position as of Q2 2024 after selling out during the quarter.
  • Family Management sold 10,971 BlackRock Future Tech ETF shares in Q2 2024, an estimated $281K.
  • Family Management first reported a position in BlackRock Future Tech ETF in Q1 2024 and held it in 1 quarter.
  • Family Management's BlackRock Future Tech ETF position peaked at $281K in Q1 2024.
  • 10 funds tracked by Wall St. Rank held BlackRock Future Tech ETF as of Q2 2024.

Based on Family Management's 13F filing for Q2 2024, filed 14 Aug 2024.