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HHM Wealth Advisors’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

HHM Wealth Advisors’s Portfolio TECB Stock Details TECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-9
Closed -$341 – 830
2023
Q2 		$341 Buy
+9
New +$310 ﹤0.01% 785

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

HHM Wealth Advisors's TECB Position: Q3 2023 in Review

HHM Wealth Advisors sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q3 2023, closing a stake of 9 shares — an estimated $341 sold.

HHM Wealth Advisors first reported a position in TECB in Q2 2023 and held it in 1 quarter. The position peaked at $341 in Q2 2023. 50 funds tracked by Wall St. Rank hold TECB as of Q3 2023.

  • HHM Wealth Advisors reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q3 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 9 iShares US Tech Breakthrough Multisector ETF shares in Q3 2023, an estimated $341.
  • HHM Wealth Advisors first reported a position in iShares US Tech Breakthrough Multisector ETF in Q2 2023 and held it in 1 quarter.
  • HHM Wealth Advisors's iShares US Tech Breakthrough Multisector ETF position peaked at $341 in Q2 2023.
  • 50 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q3 2023.

Based on HHM Wealth Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.