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Regal Investment Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Regal Investment Advisors’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
Q1 		– Sell
-3,080
Closed -$204K – 581
2021
Q4 		$204K Buy
+3,080
New +$201K 0.02% 516

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Regal Investment Advisors's XT Position: Q1 2022 in Review

Regal Investment Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2022, closing a stake of 3,080 shares — an estimated $204K sold.

Regal Investment Advisors first reported a position in XT in Q4 2021 and held it in 1 quarter. The position peaked at $204K in Q4 2021. 239 funds tracked by Wall St. Rank hold XT as of Q1 2022.

  • Regal Investment Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2022 after selling out during the quarter.
  • Regal Investment Advisors sold 3,080 iShares Future Exponential Technologies ETF shares in Q1 2022, an estimated $204K.
  • Regal Investment Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2021 and held it in 1 quarter.
  • Regal Investment Advisors's iShares Future Exponential Technologies ETF position peaked at $204K in Q4 2021.
  • 239 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2022.

Based on Regal Investment Advisors's 13F filing for Q1 2022, filed 9 May 2022.