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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s iShares Future Exponential Technologies ETF XT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q2 		– Sell
-217
Closed -$13K – 382
2024
Q1 		$13K Hold
217
– – 0.01% 267
2023
Q4 		$13K Buy
+217
New +$11.7K 0.01% 240

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 $445B AUM 25.58% 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 $79.5B AUM 27.1% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s XT Position: Q2 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2024, closing a stake of 217 shares — an estimated $13K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in XT in Q4 2023 and held it in 2 quarters. The position peaked at $13K in Q4 2023. 244 funds tracked by Wall St. Rank hold XT as of Q2 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 217 iShares Future Exponential Technologies ETF shares in Q2 2024, an estimated $13K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in iShares Future Exponential Technologies ETF in Q4 2023 and held it in 2 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s iShares Future Exponential Technologies ETF position peaked at $13K in Q4 2023.
  • 244 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2024, filed 7 Aug 2026.