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

Latitude 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
2022 Q2	–	Sell	-5,849	Closed	-$345K	–	329
2022 Q1	$345K	Buy	5,849 +1,225	+26%	+$72K	0.08%	234
2021 Q4	$306K	Buy	4,624 +7	+0.2%	+$456	0.09%	221
2021 Q3	$290K	Buy	+4,617	New	+$298K	0.09%	215

Other funds holding XT

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

BCI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

NEPWA

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

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

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

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

Latitude Advisors's XT Position: Q2 2022 in Review

Latitude Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2022, closing a stake of 5,849 shares — an estimated $345K sold.

Latitude Advisors first reported a position in XT in Q3 2021 and held it in 3 quarters. The position peaked at $345K in Q1 2022. 222 funds tracked by Wall St. Rank hold XT as of Q2 2022.

Latitude Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2022 after selling out during the quarter.
Latitude Advisors sold 5,849 iShares Future Exponential Technologies ETF shares in Q2 2022, an estimated $345K.
Latitude Advisors first reported a position in iShares Future Exponential Technologies ETF in Q3 2021 and held it in 3 quarters.
Latitude Advisors's iShares Future Exponential Technologies ETF position peaked at $345K in Q1 2022.
222 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2022.

Based on Latitude Advisors's 13F filing for Q2 2022, filed 28 Jul 2022.