Pinnacle Private Wealth’s iShares Future Exponential Technologies ETF XT Stock Holding History

Pinnacle Private Wealth’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
2022 Q2	$223K	Buy	4,655 +1,000	+27%	+$51.9K	0.09%	240
2022 Q1	$216K	Sell	3,655 -692	-16%	-$40.7K	0.07%	274
2021 Q4	$287K	Buy	+4,347	New	+$283K	0.09%	223

Other funds holding XT

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

BCI

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

NEPWA

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Private Wealth's XT Position: Q2 2022 in Review

Pinnacle Private Wealth increased its iShares Future Exponential Technologies ETF (XT) stake by 27% in Q2 2022, buying an estimated $51.9K and bringing the position to 4,655 shares worth $223K. The position accounts for 0.09% of the portfolio, ranked #240.

Pinnacle Private Wealth first reported a position in XT in Q4 2021 and has held it in 3 quarters since. The position peaked at $287K in Q4 2021. 222 funds tracked by Wall St. Rank hold XT as of Q2 2022.

Pinnacle Private Wealth held 4,655 shares of iShares Future Exponential Technologies ETF worth $223K as of Q2 2022.
Pinnacle Private Wealth bought 1,000 iShares Future Exponential Technologies ETF shares in Q2 2022, an estimated $51.9K.
iShares Future Exponential Technologies ETF made up 0.09% of Pinnacle Private Wealth's portfolio in Q2 2022, its #240 holding.
Pinnacle Private Wealth first reported a position in iShares Future Exponential Technologies ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's iShares Future Exponential Technologies ETF position peaked at $287K in Q4 2021.
222 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.