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Money Concepts Capital’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Money Concepts Capital’s Portfolio TECB Stock Details TECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-23
Closed -$628 – 2634
2022
Q4 		$628 Buy
+23
New +$639 ﹤0.01% 2959

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
Brasada Capital Management Houston, Texas $545M AUM 18.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Money Concepts Capital's TECB Position: Q1 2023 in Review

Money Concepts Capital sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q1 2023, closing a stake of 23 shares — an estimated $628 sold.

Money Concepts Capital first reported a position in TECB in Q4 2022 and held it in 1 quarter. The position peaked at $628 in Q4 2022. 31 funds tracked by Wall St. Rank hold TECB as of Q1 2023.

  • Money Concepts Capital reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 23 iShares US Tech Breakthrough Multisector ETF shares in Q1 2023, an estimated $628.
  • Money Concepts Capital first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's iShares US Tech Breakthrough Multisector ETF position peaked at $628 in Q4 2022.
  • 31 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.