LFA
BTEK

Legacy Financial Advisors’s BlackRock Future Tech ETF BTEK Stock Holding History

Legacy Financial Advisors’s Portfolio BTEK Stock Details BTEK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-28,635
Closed -$775K – 261
2022
Q1 		$775K Sell
28,635
-2,592
-8% -$70.9K 0.17% 64
2021
Q4 		$1.09M Buy
31,227
+13,290
+74% +$477K 0.25% 43
2021
Q3 		$631K Buy
17,937
+284
+2% +$10.4K 0.15% 62
2021
Q2 		$654K Buy
+17,653
New +$606K 0.17% 55

Other funds holding BTEK

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCMLT
Beacon Capital Management LLC (Tennessee) Franklin, Tennessee $683M AUM 22.58% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Legacy Financial Advisors's BTEK Position: Q2 2022 in Review

Legacy Financial Advisors sold out of BlackRock Future Tech ETF (BTEK) in Q2 2022, closing a stake of 28,635 shares — an estimated $775K sold.

Legacy Financial Advisors first reported a position in BTEK in Q2 2021 and held it in 4 quarters. The position peaked at $1.09M in Q4 2021. 12 funds tracked by Wall St. Rank hold BTEK as of Q2 2022.

  • Legacy Financial Advisors reported no remaining BlackRock Future Tech ETF position as of Q2 2022 after selling out during the quarter.
  • Legacy Financial Advisors sold 28,635 BlackRock Future Tech ETF shares in Q2 2022, an estimated $775K.
  • Legacy Financial Advisors first reported a position in BlackRock Future Tech ETF in Q2 2021 and held it in 4 quarters.
  • Legacy Financial Advisors's BlackRock Future Tech ETF position peaked at $1.09M in Q4 2021.
  • 12 funds tracked by Wall St. Rank held BlackRock Future Tech ETF as of Q2 2022.

Based on Legacy Financial Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.