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

Kingswood 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
2024 Q4	–	Sell	-4,133	Closed	-$252K	–	906
2024 Q3	$252K	Sell	4,133 -2,953	-42%	-$173K	0.02%	617
2024 Q2	$417K	Buy	7,086 +2,586	+57%	+$150K	0.04%	433
2024 Q1	$268K	Sell	4,500 -4,750	-51%	-$279K	0.03%	515
2023 Q4	$554K	Buy	+9,250	New	+$499K	0.06%	319
2023 Q3	–	Sell	-11,650	Closed	-$648K	–	480
2023 Q2	$648K	Buy	+11,650	New	+$614K	0.21%	111

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Kingswood Wealth Advisors's XT Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2024, closing a stake of 4,133 shares — an estimated $252K sold.

Kingswood Wealth Advisors first reported a position in XT in Q2 2023 and held it in 5 quarters. The position peaked at $648K in Q2 2023. 249 funds tracked by Wall St. Rank hold XT as of Q4 2024.

Kingswood Wealth Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2024 after selling out during the quarter.
Kingswood Wealth Advisors sold 4,133 iShares Future Exponential Technologies ETF shares in Q4 2024, an estimated $252K.
Kingswood Wealth Advisors first reported a position in iShares Future Exponential Technologies ETF in Q2 2023 and held it in 5 quarters.
Kingswood Wealth Advisors's iShares Future Exponential Technologies ETF position peaked at $648K in Q2 2023.
249 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.