Old Second National Bank of Aurora’s iShares Future Exponential Technologies ETF XT Stock Holding History

Old Second National Bank of Aurora’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	-505	Closed	-$29.7K	–	351
2024 Q2	$29.7K	Hold	505	–	–	0.01%	230
2024 Q1	$30.1K	Hold	505	–	–	0.01%	226
2023 Q4	$30.2K	Hold	505	–	–	0.01%	230
2023 Q3	$26.4K	Buy	+505	New	+$27.8K	0.01%	234

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 $79.5B AUM 27.1% 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

Old Second National Bank of Aurora's XT Position: Q3 2024 in Review

Old Second National Bank of Aurora sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2024, closing a stake of 505 shares — an estimated $29.7K sold.

Old Second National Bank of Aurora first reported a position in XT in Q3 2023 and held it in 4 quarters. The position peaked at $30.2K in Q4 2023. 234 funds tracked by Wall St. Rank hold XT as of Q3 2024.

Old Second National Bank of Aurora reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2024 after selling out during the quarter.
Old Second National Bank of Aurora sold 505 iShares Future Exponential Technologies ETF shares in Q3 2024, an estimated $29.7K.
Old Second National Bank of Aurora first reported a position in iShares Future Exponential Technologies ETF in Q3 2023 and held it in 4 quarters.
Old Second National Bank of Aurora's iShares Future Exponential Technologies ETF position peaked at $30.2K in Q4 2023.
234 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2024.

Based on Old Second National Bank of Aurora's 13F filing for Q3 2024, filed 5 Nov 2024.