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Prime Capital Investment Advisors’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Prime Capital Investment Advisors’s Portfolio XBIL Stock Details XBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-5,000
Closed -$250K – 1054
2023
Q4 		$250K Buy
+5,000
New +$250K ﹤0.01% 801

Other funds holding XBIL

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Prime Capital Investment Advisors's XBIL Position: Q1 2024 in Review

Prime Capital Investment Advisors sold out of US Treasury 6 Month Bill ETF (XBIL) in Q1 2024, closing a stake of 5,000 shares — an estimated $250K sold.

Prime Capital Investment Advisors first reported a position in XBIL in Q4 2023 and held it in 1 quarter. The position peaked at $250K in Q4 2023. 64 funds tracked by Wall St. Rank hold XBIL as of Q1 2024.

  • Prime Capital Investment Advisors reported no remaining US Treasury 6 Month Bill ETF position as of Q1 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 5,000 US Treasury 6 Month Bill ETF shares in Q1 2024, an estimated $250K.
  • Prime Capital Investment Advisors first reported a position in US Treasury 6 Month Bill ETF in Q4 2023 and held it in 1 quarter.
  • Prime Capital Investment Advisors's US Treasury 6 Month Bill ETF position peaked at $250K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held US Treasury 6 Month Bill ETF as of Q1 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.