Kistler-Tiffany Companies’s iShares Future Exponential Technologies ETF XT Stock Holding History

Kistler-Tiffany Companies’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 Q2	–	Sell	-479	Closed	-$25.2K	–	910
2023 Q1	$25.2K	Hold	479	–	–	﹤0.01%	519
2022 Q4	$22.7K	Hold	479	–	–	﹤0.01%	521
2022 Q3	$21K	Hold	479	–	–	﹤0.01%	500
2022 Q2	$23K	Hold	479	–	–	0.01%	484
2022 Q1	$28K	Buy	+479	New	+$28.2K	0.01%	468

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 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 $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

AFA

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

NEPWA

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

Kistler-Tiffany Companies's XT Position: Q2 2023 in Review

Kistler-Tiffany Companies sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2023, closing a stake of 479 shares — an estimated $25.2K sold.

Kistler-Tiffany Companies first reported a position in XT in Q1 2022 and held it in 5 quarters. The position peaked at $28K in Q1 2022. 220 funds tracked by Wall St. Rank hold XT as of Q2 2023.

Kistler-Tiffany Companies reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2023 after selling out during the quarter.
Kistler-Tiffany Companies sold 479 iShares Future Exponential Technologies ETF shares in Q2 2023, an estimated $25.2K.
Kistler-Tiffany Companies first reported a position in iShares Future Exponential Technologies ETF in Q1 2022 and held it in 5 quarters.
Kistler-Tiffany Companies's iShares Future Exponential Technologies ETF position peaked at $28K in Q1 2022.
220 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.