Kelly Financial Services’s iShares Future Exponential Technologies ETF XT Stock Holding History

Kelly Financial Services’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 Q1	–	Sell	-1	Closed	-$51	–	731
2022 Q4	$47	Sell	1 -508	-100%	-$24.3K	﹤0.01%	669
2022 Q3	$22.7K	Buy	509 +223	+78%	+$11.1K	0.01%	242
2022 Q2	$13.7K	Hold	286	–	–	0.01%	288
2022 Q1	$16.9K	Hold	286	–	–	0.01%	285
2021 Q4	$18.9K	Hold	286	–	–	0.01%	275
2021 Q3	$17.9K	Sell	286 -17,804	-98%	-$1.15M	0.01%	271
2021 Q2	$286K	Buy	18,090 +17,804	+6,225%	+$1.1M	0.01%	255
2021 Q1	$16.9K	Hold	286	–	–	0.01%	244
2020 Q4	$16.4K	Hold	286	–	–	0.01%	216
2020 Q3	$13.9K	Hold	286	–	–	0.01%	216
2020 Q2	$12.7K	Hold	286	–	–	0.01%	212
2020 Q1	$10.2K	Hold	286	–	–	0.01%	208
2019 Q4	$12.2K	Hold	286	–	–	0.01%	212
2019 Q3	$11.1K	Hold	286	–	–	0.01%	215
2019 Q2	$11K	Hold	286	–	–	0.01%	212
2019 Q1	$10.9K	Buy	+286	New	+$10.4K	0.01%	213

Other funds holding XT

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Kelly Financial Services's XT Position: Q1 2023 in Review

Kelly Financial Services sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2023, closing a stake of 1 share — an estimated $51 sold.

Kelly Financial Services first reported a position in XT in Q1 2019 and held it in 16 quarters. The position peaked at $286K in Q2 2021. 212 funds tracked by Wall St. Rank hold XT as of Q1 2023.

Kelly Financial Services reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2023 after selling out during the quarter.
Kelly Financial Services sold 1 iShares Future Exponential Technologies ETF share in Q1 2023, an estimated $51.
Kelly Financial Services first reported a position in iShares Future Exponential Technologies ETF in Q1 2019 and held it in 16 quarters.
Kelly Financial Services's iShares Future Exponential Technologies ETF position peaked at $286K in Q2 2021.
212 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2023.

Based on Kelly Financial Services's 13F filing for Q1 2023, filed 17 Jul 2024.