Patriot Financial Group Insurance Agency’s BlackRock Future Innovators ETF BFTR Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio BFTR Stock Details BFTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-4,905	Closed	-$119K	–	2061
2022 Q2	$119K	Hold	4,905	–	–	0.02%	502
2022 Q1	$165K	Sell	4,905 -298	-6%	-$10.3K	0.03%	450
2021 Q4	$227K	Sell	5,203 -60	-1%	-$2.89K	0.04%	418
2021 Q3	$263K	Hold	5,263	–	–	0.05%	379
2021 Q2	$266K	Buy	5,263 +4,905	+1,370%	+$239K	0.05%	362
2021 Q1	$17K	Buy	+358	New	+$18.1K	﹤0.01%	1180

Other funds holding BFTR

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BFTR Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of BlackRock Future Innovators ETF (BFTR) in Q3 2022, closing a stake of 4,905 shares — an estimated $119K sold.

Patriot Financial Group Insurance Agency first reported a position in BFTR in Q1 2021 and held it in 6 quarters. The position peaked at $266K in Q2 2021. 10 funds tracked by Wall St. Rank hold BFTR as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining BlackRock Future Innovators ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 4,905 BlackRock Future Innovators ETF shares in Q3 2022, an estimated $119K.
Patriot Financial Group Insurance Agency first reported a position in BlackRock Future Innovators ETF in Q1 2021 and held it in 6 quarters.
Patriot Financial Group Insurance Agency's BlackRock Future Innovators ETF position peaked at $266K in Q2 2021.
10 funds tracked by Wall St. Rank held BlackRock Future Innovators ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.