Gradient Investments’s iShares Future Exponential Technologies ETF XT Stock Holding History

Gradient Investments’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	-47	Closed	-$2.77K	–	1329
2024 Q2	$2.77K	Buy	+47	New	+$2.73K	﹤0.01%	936
2022 Q2	–	Sell	-950	Closed	-$56K	–	1400
2022 Q1	$56K	Buy	+950	New	+$55.9K	﹤0.01%	460
2018 Q4	–	Sell	-430	Closed	-$17K	–	1111
2018 Q3	$17K	Buy	+430	New	+$16.3K	﹤0.01%	539

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

Gradient Investments's XT Position: Q3 2024 in Review

Gradient Investments sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2024, closing a stake of 47 shares — an estimated $2.77K sold.

Gradient Investments first reported a position in XT in Q3 2018 and held it in 3 quarters. The position peaked at $56K in Q1 2022. 234 funds tracked by Wall St. Rank hold XT as of Q3 2024.

Gradient Investments reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 47 iShares Future Exponential Technologies ETF shares in Q3 2024, an estimated $2.77K.
Gradient Investments first reported a position in iShares Future Exponential Technologies ETF in Q3 2018 and held it in 3 quarters.
Gradient Investments's iShares Future Exponential Technologies ETF position peaked at $56K in Q1 2022.
234 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.