LTI
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Laffer Tengler Investments’s iShares Future Exponential Technologies ETF XT Stock Holding History

Laffer Tengler Investments’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
2021
Q2 		– Sell
-810
Closed -$48K – 408
2021
Q1 		$48K Buy
+810
New +$48.2K 0.02% 287

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Laffer Tengler Investments's XT Position: Q2 2021 in Review

Laffer Tengler Investments sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2021, closing a stake of 810 shares — an estimated $48K sold.

Laffer Tengler Investments first reported a position in XT in Q1 2021 and held it in 1 quarter. The position peaked at $48K in Q1 2021. 210 funds tracked by Wall St. Rank hold XT as of Q2 2021.

  • Laffer Tengler Investments reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2021 after selling out during the quarter.
  • Laffer Tengler Investments sold 810 iShares Future Exponential Technologies ETF shares in Q2 2021, an estimated $48K.
  • Laffer Tengler Investments first reported a position in iShares Future Exponential Technologies ETF in Q1 2021 and held it in 1 quarter.
  • Laffer Tengler Investments's iShares Future Exponential Technologies ETF position peaked at $48K in Q1 2021.
  • 210 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2021.

Based on Laffer Tengler Investments's 13F filing for Q2 2021, filed 16 Aug 2021.