Iams Wealth Management’s First Trust Nasdaq Bank ETF FTXO Stock Holding History

Iams Wealth Management’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	$695K	Sell	16,805 -1,497	-8%	-$58.3K	0.21%	126
2026 Q1	$662K	Buy	18,302 +3,604	+25%	+$136K	0.23%	109
2025 Q4	$555K	Sell	14,698 -20,375	-58%	-$726K	0.2%	120
2025 Q3	$1.25M	Sell	35,073 -763	-2%	-$26.6K	0.5%	64
2025 Q2	$1.18M	Sell	35,836 -1,407	-4%	-$42.4K	0.54%	60
2025 Q1	$1.13M	Buy	+37,243	New	+$1.21M	0.52%	67
2024 Q1	–	Sell	-29,716	Closed	-$751K	–	119
2023 Q4	$751K	Buy	29,716 +162	+0.5%	+$3.55K	0.49%	64
2023 Q3	$611K	Buy	+29,554	New	+$652K	0.42%	71
2023 Q2	–	Sell	-25,214	Closed	-$528K	–	171
2023 Q1	$531K	Sell	25,214 -11,092	-31%	-$291K	0.44%	69
2022 Q4	$950K	Buy	+36,306	New	+$989K	0.97%	28

Other funds holding FTXO

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TradeWell Securities Fort Wayne, Indiana $280M AUM 29.59% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

WWMSC

Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return

Iams Wealth Management's FTXO Position: Q2 2026 in Review

Iams Wealth Management reduced its First Trust Nasdaq Bank ETF (FTXO) stake by 8.2% in Q2 2026, selling an estimated $58.3K and leaving 16,805 shares worth $695K. The position accounts for 0.21% of the portfolio, ranked #126.

Iams Wealth Management first reported a position in FTXO in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.25M in Q3 2025. 127 funds tracked by Wall St. Rank hold FTXO as of Q2 2026.

Iams Wealth Management held 16,805 shares of First Trust Nasdaq Bank ETF worth $695K as of Q2 2026.
Iams Wealth Management sold 1,497 First Trust Nasdaq Bank ETF shares in Q2 2026, an estimated $58.3K.
First Trust Nasdaq Bank ETF made up 0.21% of Iams Wealth Management's portfolio in Q2 2026, its #126 holding.
Iams Wealth Management first reported a position in First Trust Nasdaq Bank ETF in Q4 2022 and has held it in 10 quarters since.
Iams Wealth Management's First Trust Nasdaq Bank ETF position peaked at $1.25M in Q3 2025.
127 funds tracked by Wall St. Rank held First Trust Nasdaq Bank ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.