HIW
FTXO icon

Holos Integrated Wealth’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Holos Integrated Wealth’s Portfolio FTXO Stock Details FTXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1
Closed -$37 – 389
2026
Q1 		$37 Buy
+1
New +$38 ﹤0.01% 410

Other funds holding FTXO

WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
IWM
Iams Wealth Management Omaha, Nebraska $332M AUM 18.77% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
HFP
Holistic Financial Partners Indianapolis, Indiana $164M AUM 32.79% 1-Year Est. Return

Holos Integrated Wealth's FTXO Position: Q2 2026 in Review

Holos Integrated Wealth sold out of First Trust Nasdaq Bank ETF (FTXO) in Q2 2026, closing a stake of 1 share — an estimated $37 sold.

Holos Integrated Wealth first reported a position in FTXO in Q1 2026 and held it in 1 quarter. The position peaked at $37 in Q1 2026. 29 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

  • Holos Integrated Wealth reported no remaining First Trust Nasdaq Bank ETF position as of Q2 2026 after selling out during the quarter.
  • Holos Integrated Wealth sold 1 First Trust Nasdaq Bank ETF share in Q2 2026, an estimated $37.
  • Holos Integrated Wealth first reported a position in First Trust Nasdaq Bank ETF in Q1 2026 and held it in 1 quarter.
  • Holos Integrated Wealth's First Trust Nasdaq Bank ETF position peaked at $37 in Q1 2026.
  • 29 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.