Laurel Wealth Advisors (North Carolina)’s iShares Future Exponential Technologies ETF XT Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 Q3	–	Sell	-49	Closed	-$2.88K	–	750
2024 Q2	$2.88K	Hold	49	–	–	﹤0.01%	533
2024 Q1	$2.92K	Hold	49	–	–	﹤0.01%	530
2023 Q4	$2.93K	Hold	49	–	–	﹤0.01%	492
2023 Q3	$2.56K	Hold	49	–	–	﹤0.01%	497
2023 Q2	$2.73K	Hold	49	–	–	﹤0.01%	497
2023 Q1	$2.58K	Hold	49	–	–	﹤0.01%	500
2022 Q4	$2.32K	Hold	49	–	–	﹤0.01%	479
2022 Q3	$2K	Hold	49	–	–	﹤0.01%	499
2022 Q2	$2K	Hold	49	–	–	﹤0.01%	555
2022 Q1	$3K	Hold	49	–	–	﹤0.01%	565
2021 Q4	$3K	Hold	49	–	–	﹤0.01%	562
2021 Q3	$3K	Hold	49	–	–	﹤0.01%	570
2021 Q2	$3K	Hold	49	–	–	﹤0.01%	642
2021 Q1	$3K	Hold	49	–	–	﹤0.01%	582
2020 Q4	$3K	Hold	49	–	–	﹤0.01%	534
2020 Q3	$2K	Hold	49	–	–	﹤0.01%	494
2020 Q2	$2K	Sell	49 -34	-41%	-$1.39K	﹤0.01%	481
2020 Q1	$3K	Buy	83 +22	+36%	+$899	﹤0.01%	456
2019 Q4	$3K	Hold	61	–	–	﹤0.01%	484
2019 Q3	$2K	Hold	61	–	–	﹤0.01%	484
2019 Q2	$2K	Buy	61 +34	+126%	+$1.29K	﹤0.01%	489
2019 Q1	$1K	Hold	27	–	–	﹤0.01%	482
2018 Q4	$1K	Buy	+27	New	+$958	﹤0.01%	492

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

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

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

AFA

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

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

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

NEPWA

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s XT Position: Q3 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2024, closing a stake of 49 shares — an estimated $2.88K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in XT in Q4 2018 and held it in 23 quarters. The position peaked at $3K in Q1 2022. 234 funds tracked by Wall St. Rank hold XT as of Q3 2024.

Laurel Wealth Advisors (North Carolina) reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2024 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 49 iShares Future Exponential Technologies ETF shares in Q3 2024, an estimated $2.88K.
Laurel Wealth Advisors (North Carolina) first reported a position in iShares Future Exponential Technologies ETF in Q4 2018 and held it in 23 quarters.
Laurel Wealth Advisors (North Carolina)'s iShares Future Exponential Technologies ETF position peaked at $3K in Q1 2022.
234 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 5 Nov 2024.