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Raymond James Financial Services Advisors’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$562K Buy
10,967
+3,587
+49% +$178K ﹤0.01% 2538
2024
Q2 		$372K Buy
7,380
+1,070
+17% +$51K ﹤0.01% 2739
2024
Q1 		$302K Buy
+6,310
New +$291K ﹤0.01% 2845
2022
Q2 		– Sell
-46,515
Closed -$1.7M – 3417
2022
Q1 		$1.7M Buy
+46,515
New +$1.69M ﹤0.01% 1602

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VNA
Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Raymond James Financial Services Advisors's TECB Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 49% in Q3 2024, buying an estimated $178K and bringing the position to 10,967 shares worth $562K. The position accounts for ﹤0.01% of the portfolio, ranked #2538.

Raymond James Financial Services Advisors first reported a position in TECB in Q1 2022 and has held it in 4 quarters since. The position peaked at $1.7M in Q1 2022. 71 funds tracked by Wall St. Rank hold TECB as of Q3 2024.

  • Raymond James Financial Services Advisors held 10,967 shares of iShares US Tech Breakthrough Multisector ETF worth $562K as of Q3 2024.
  • Raymond James Financial Services Advisors bought 3,587 iShares US Tech Breakthrough Multisector ETF shares in Q3 2024, an estimated $178K.
  • iShares US Tech Breakthrough Multisector ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2538 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares US Tech Breakthrough Multisector ETF in Q1 2022 and has held it in 4 quarters since.
  • Raymond James Financial Services Advisors's iShares US Tech Breakthrough Multisector ETF position peaked at $1.7M in Q1 2022.
  • 71 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.