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Prime Capital Investment Advisors’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Prime Capital Investment Advisors’s Portfolio TECB Stock Details TECB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$524K Sell
7,304
-414
-5% -$27.5K 0.01% 688
2026
Q1 		$428K Sell
7,718
-203
-3% -$11.8K 0.01% 713
2025
Q4 		$482K Buy
7,921
+137
+2% +$8.42K 0.01% 671
2025
Q3 		$470K Sell
7,784
-1,838
-19% -$107K 0.01% 660
2025
Q2 		$552K Sell
9,622
-41,022
-81% -$2.12M 0.01% 586
2025
Q1 		$2.48M Buy
50,644
+40,167
+383% +$2.14M 0.03% 326
2024
Q4 		$557K Sell
10,477
-370
-3% -$19.8K 0.01% 544
2024
Q3 		$556K Sell
10,847
-4,323
-28% -$215K 0.01% 559
2024
Q2 		$765K Sell
15,170
-18,915
-55% -$901K 0.01% 481
2024
Q1 		$1.63M Buy
+34,085
New +$1.57M 0.02% 375
2023
Q3 		– Sell
-8,227
Closed -$311K – 804
2023
Q2 		$311K Buy
+8,227
New +$284K 0.01% 596
2022
Q2 		– Sell
-9,142
Closed -$383K – 433
2022
Q1 		$383K Hold
9,142
– – 0.02% 268
2021
Q4 		$383K Buy
+9,142
New +$387K 0.02% 269
2020
Q3 		– Sell
-1,112
Closed -$32K – 503
2020
Q2 		$32K Buy
+1,112
New +$29.5K ﹤0.01% 354

Other funds holding TECB

NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Prime Capital Investment Advisors's TECB Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 5.4% in Q2 2026, selling an estimated $27.5K and leaving 7,304 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #688.

Prime Capital Investment Advisors first reported a position in TECB in Q2 2020 and has held it in 14 quarters since. The position peaked at $2.48M in Q1 2025. 68 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

  • Prime Capital Investment Advisors held 7,304 shares of iShares US Tech Breakthrough Multisector ETF worth $524K as of Q2 2026.
  • Prime Capital Investment Advisors sold 414 iShares US Tech Breakthrough Multisector ETF shares in Q2 2026, an estimated $27.5K.
  • iShares US Tech Breakthrough Multisector ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #688 holding.
  • Prime Capital Investment Advisors first reported a position in iShares US Tech Breakthrough Multisector ETF in Q2 2020 and has held it in 14 quarters since.
  • Prime Capital Investment Advisors's iShares US Tech Breakthrough Multisector ETF position peaked at $2.48M in Q1 2025.
  • 68 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.