HWA
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HHM Wealth Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

HHM Wealth Advisors’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
2023
Q3 		– Sell
-8
Closed -$445 – 836
2023
Q2 		$445 Buy
+8
New +$422 ﹤0.01% 777

Other funds holding XT

Financial Engines Advisors
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
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

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

HHM Wealth Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2023, closing a stake of 8 shares — an estimated $445 sold.

HHM Wealth Advisors first reported a position in XT in Q2 2023 and held it in 1 quarter. The position peaked at $445 in Q2 2023. 226 funds tracked by Wall St. Rank hold XT as of Q3 2023.

  • HHM Wealth Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2023 after selling out during the quarter.
  • HHM Wealth Advisors sold 8 iShares Future Exponential Technologies ETF shares in Q3 2023, an estimated $445.
  • HHM Wealth Advisors first reported a position in iShares Future Exponential Technologies ETF in Q2 2023 and held it in 1 quarter.
  • HHM Wealth Advisors's iShares Future Exponential Technologies ETF position peaked at $445 in Q2 2023.
  • 226 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2023.

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