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

Lighthouse Financial 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
2021 Q1	$460K	Sell	7,777 -528	-6%	-$31.4K	0.14%	81
2020 Q4	$475K	Buy	8,305 +7	+0.1%	+$369	0.16%	78
2020 Q3	$403K	Sell	8,298 -1,993	-19%	-$95.3K	0.15%	75
2020 Q2	$458K	Buy	10,291 +12	+0.1%	+$492	0.19%	68
2020 Q1	$366K	Buy	10,279 +336	+3%	+$13.7K	0.22%	63
2019 Q4	$425K	Buy	+9,943	New	+$405K	0.2%	62

Other funds holding XT

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

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

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

HSA

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Lighthouse Financial Advisors's XT Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its iShares Future Exponential Technologies ETF (XT) stake by 6.4% in Q1 2021, selling an estimated $31.4K and leaving 7,777 shares worth $460K. The position accounts for 0.14% of the portfolio, ranked #81.

Lighthouse Financial Advisors first reported a position in XT in Q4 2019 and has held it in 6 quarters since. The position peaked at $475K in Q4 2020. 209 funds tracked by Wall St. Rank hold XT as of Q1 2021.

Lighthouse Financial Advisors held 7,777 shares of iShares Future Exponential Technologies ETF worth $460K as of Q1 2021.
Lighthouse Financial Advisors sold 528 iShares Future Exponential Technologies ETF shares in Q1 2021, an estimated $31.4K.
iShares Future Exponential Technologies ETF made up 0.14% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #81 holding.
Lighthouse Financial Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2019 and has held it in 6 quarters since.
Lighthouse Financial Advisors's iShares Future Exponential Technologies ETF position peaked at $475K in Q4 2020.
209 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.