Principle Wealth Partners’s iShares Future Exponential Technologies ETF XT Stock Holding History

Principle Wealth Partners’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
2020 Q3	–	Sell	-1,699	Closed	-$76K	–	445
2020 Q2	$76K	Buy	+1,699	New	+$69.7K	0.02%	240

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Principle Wealth Partners's XT Position: Q3 2020 in Review

Principle Wealth Partners sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2020, closing a stake of 1,699 shares — an estimated $76K sold.

Principle Wealth Partners first reported a position in XT in Q2 2020 and held it in 1 quarter. The position peaked at $76K in Q2 2020. 156 funds tracked by Wall St. Rank hold XT as of Q3 2020.

Principle Wealth Partners reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2020 after selling out during the quarter.
Principle Wealth Partners sold 1,699 iShares Future Exponential Technologies ETF shares in Q3 2020, an estimated $76K.
Principle Wealth Partners first reported a position in iShares Future Exponential Technologies ETF in Q2 2020 and held it in 1 quarter.
Principle Wealth Partners's iShares Future Exponential Technologies ETF position peaked at $76K in Q2 2020.
156 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.