Janiczek Wealth Management’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Janiczek Wealth Management’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 Q4	–	Sell	-131	Closed	-$4.79K	–	1171
2023 Q3	$4.79K	Buy	+131	New	+$4.97K	﹤0.01%	731

Other funds holding TECB

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

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Janiczek Wealth Management's TECB Position: Q4 2023 in Review

Janiczek Wealth Management sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q4 2023, closing a stake of 131 shares — an estimated $4.79K sold.

Janiczek Wealth Management first reported a position in TECB in Q3 2023 and held it in 1 quarter. The position peaked at $4.79K in Q3 2023. 53 funds tracked by Wall St. Rank hold TECB as of Q4 2023.

Janiczek Wealth Management reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q4 2023 after selling out during the quarter.
Janiczek Wealth Management sold 131 iShares US Tech Breakthrough Multisector ETF shares in Q4 2023, an estimated $4.79K.
Janiczek Wealth Management first reported a position in iShares US Tech Breakthrough Multisector ETF in Q3 2023 and held it in 1 quarter.
Janiczek Wealth Management's iShares US Tech Breakthrough Multisector ETF position peaked at $4.79K in Q3 2023.
53 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q4 2023.

Based on Janiczek Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.