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

Newbridge Financial Services 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	-187	Closed	-$9.88K	–	1450
2023 Q1	$9.88K	Hold	187	–	–	0.01%	915
2022 Q4	$8.87K	Sell	187 -194	-51%	-$9.29K	0.01%	939
2022 Q3	$17K	Hold	381	–	–	0.01%	750
2022 Q2	$18K	Buy	381 +2	+0.5%	+$104	0.01%	695
2022 Q1	$22K	Buy	379 +10	+3%	+$588	0.01%	710
2021 Q4	$24K	Sell	369 -282	-43%	-$18.4K	0.01%	675
2021 Q3	$41K	Hold	651	–	–	0.03%	472
2021 Q2	$41K	Buy	651 +3	+0.5%	+$185	0.03%	510
2021 Q1	$38K	Hold	648	–	–	0.03%	472
2020 Q4	$37K	Sell	648 -980	-60%	-$51.7K	0.03%	404
2020 Q3	$79K	Buy	+1,628	New	+$77.9K	0.08%	226

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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 $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Newbridge Financial Services Group's XT Position: Q2 2023 in Review

Newbridge Financial Services Group sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2023, closing a stake of 187 shares — an estimated $9.88K sold.

Newbridge Financial Services Group first reported a position in XT in Q3 2020 and held it in 11 quarters. The position peaked at $79K in Q3 2020. 220 funds tracked by Wall St. Rank hold XT as of Q2 2023.

Newbridge Financial Services Group reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2023 after selling out during the quarter.
Newbridge Financial Services Group sold 187 iShares Future Exponential Technologies ETF shares in Q2 2023, an estimated $9.88K.
Newbridge Financial Services Group first reported a position in iShares Future Exponential Technologies ETF in Q3 2020 and held it in 11 quarters.
Newbridge Financial Services Group's iShares Future Exponential Technologies ETF position peaked at $79K in Q3 2020.
220 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2023.

Based on Newbridge Financial Services Group's 13F filing for Q2 2023, filed 21 Jul 2023.