First Command Advisory Services’s iShares Future Exponential Technologies ETF XT Stock Holding History

First Command Advisory Services’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 Q3	–	Sell	-19	Closed	-$1.12K	–	567
2024 Q2	$1.12K	Buy	+19	New	+$1.1K	﹤0.01%	460
2022 Q4	–	Sell	-6	Closed	–	–	239
2022 Q3	$0	Buy	+6	New	+$299	﹤0.01%	173

Other funds holding XT

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

NEPWA

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

First Command Advisory Services's XT Position: Q3 2024 in Review

First Command Advisory Services sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2024, closing a stake of 19 shares — an estimated $1.12K sold.

First Command Advisory Services first reported a position in XT in Q3 2022 and held it in 2 quarters. The position peaked at $1.12K in Q2 2024. 234 funds tracked by Wall St. Rank hold XT as of Q3 2024.

First Command Advisory Services reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2024 after selling out during the quarter.
First Command Advisory Services sold 19 iShares Future Exponential Technologies ETF shares in Q3 2024, an estimated $1.12K.
First Command Advisory Services first reported a position in iShares Future Exponential Technologies ETF in Q3 2022 and held it in 2 quarters.
First Command Advisory Services's iShares Future Exponential Technologies ETF position peaked at $1.12K in Q2 2024.
234 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2024.

Based on First Command Advisory Services's 13F filing for Q3 2024, filed 25 Oct 2024.