Financial Advocates Investment Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Financial Advocates Investment Management’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
2022 Q4	–	Sell	-4,910	Closed	-$219K	–	885
2022 Q3	$219K	Sell	4,910 -3	-0.1%	-$150	0.02%	645
2022 Q2	$235K	Buy	4,913 +7	+0.1%	+$363	0.02%	570
2022 Q1	$290K	Sell	4,906 -153	-3%	-$8.99K	0.02%	591
2021 Q4	$334K	Sell	5,059 -117	-2%	-$7.62K	0.02%	606
2021 Q3	$325K	Sell	5,176 -304	-6%	-$19.6K	0.02%	595
2021 Q2	$347K	Sell	5,480 -711	-11%	-$43.8K	0.02%	570
2021 Q1	$367K	Buy	6,191 +1	+0%	+$59	0.03%	552
2020 Q4	$354K	Sell	6,190 -2,412	-28%	-$127K	0.02%	522
2020 Q3	$418K	Sell	8,602 -2,144	-20%	-$103K	0.04%	406
2020 Q2	$478K	Buy	10,746 +574	+6%	+$23.5K	0.05%	367
2020 Q1	$362K	Buy	10,172 +2,057	+25%	+$84K	0.05%	322
2019 Q4	$347K	Buy	8,115 +2,083	+35%	+$84.8K	0.04%	372
2019 Q3	$233K	Buy	+6,032	New	+$232K	0.03%	433

Other funds holding XT

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

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

Financial Advocates Investment Management's XT Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2022, closing a stake of 4,910 shares — an estimated $219K sold.

Financial Advocates Investment Management first reported a position in XT in Q3 2019 and held it in 13 quarters. The position peaked at $478K in Q2 2020. 223 funds tracked by Wall St. Rank hold XT as of Q4 2022.

Financial Advocates Investment Management reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2022 after selling out during the quarter.
Financial Advocates Investment Management sold 4,910 iShares Future Exponential Technologies ETF shares in Q4 2022, an estimated $219K.
Financial Advocates Investment Management first reported a position in iShares Future Exponential Technologies ETF in Q3 2019 and held it in 13 quarters.
Financial Advocates Investment Management's iShares Future Exponential Technologies ETF position peaked at $478K in Q2 2020.
223 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.