Monumental Financial Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

Monumental Financial Group’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
2023 Q2	–	Sell	-1,853	Closed	-$98K	–	90
2023 Q1	$98K	Buy	+1,853	New	+$95.2K	0.07%	58
2022 Q2	–	Sell	-1,853	Closed	-$109K	–	69
2022 Q1	$109K	Buy	+1,853	New	+$109K	0.09%	27

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AFA

Alpha Financial Advisors Charlotte, North Carolina $382M AUM 19.08% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Monumental Financial Group's XT Position: Q2 2023 in Review

Monumental Financial Group sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2023, closing a stake of 1,853 shares — an estimated $98K sold.

Monumental Financial Group first reported a position in XT in Q1 2022 and held it in 2 quarters. The position peaked at $109K in Q1 2022. 220 funds tracked by Wall St. Rank hold XT as of Q2 2023.

Monumental Financial Group reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2023 after selling out during the quarter.
Monumental Financial Group sold 1,853 iShares Future Exponential Technologies ETF shares in Q2 2023, an estimated $98K.
Monumental Financial Group first reported a position in iShares Future Exponential Technologies ETF in Q1 2022 and held it in 2 quarters.
Monumental Financial Group's iShares Future Exponential Technologies ETF position peaked at $109K in Q1 2022.
220 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2023.

Based on Monumental Financial Group's 13F filing for Q2 2023, filed 11 Jul 2023.