Lunt Capital Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Lunt Capital Management’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	-4,452	Closed	-$262K	–	102
2024 Q2	$262K	Sell	4,452 -340	-7%	-$19.7K	0.13%	76
2024 Q1	$286K	Sell	4,792 -968	-17%	-$56.8K	0.14%	78
2023 Q4	$345K	Sell	5,760 -1,270	-18%	-$68.5K	0.18%	70
2023 Q3	$367K	Buy	7,030 +744	+12%	+$40.9K	0.19%	60
2023 Q2	$350K	Buy	+6,286	New	+$331K	0.19%	61

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

Lunt Capital Management's XT Position: Q3 2024 in Review

Lunt Capital Management sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2024, closing a stake of 4,452 shares — an estimated $262K sold.

Lunt Capital Management first reported a position in XT in Q2 2023 and held it in 5 quarters. The position peaked at $367K in Q3 2023. 234 funds tracked by Wall St. Rank hold XT as of Q3 2024.

Lunt Capital Management reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2024 after selling out during the quarter.
Lunt Capital Management sold 4,452 iShares Future Exponential Technologies ETF shares in Q3 2024, an estimated $262K.
Lunt Capital Management first reported a position in iShares Future Exponential Technologies ETF in Q2 2023 and held it in 5 quarters.
Lunt Capital Management's iShares Future Exponential Technologies ETF position peaked at $367K in Q3 2023.
234 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2024.

Based on Lunt Capital Management's 13F filing for Q3 2024, filed 24 Oct 2024.