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SHP Wealth Management’s Xtrackers US National Critical Technologies ETF CRTC Stock Holding History

SHP Wealth Management’s Portfolio CRTC Stock Details CRTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$86.5K Sell
2,441
-1,689
-41% -$62.2K 0.01% 404
2025
Q4 		$151K Buy
+4,130
New +$151K 0.01% 291

Other funds holding CRTC

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PFG
Prosperity Financial Group San Ramon, California $323M AUM 35.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SHP Wealth Management's CRTC Position: Q1 2026 in Review

SHP Wealth Management reduced its Xtrackers US National Critical Technologies ETF (CRTC) stake by 41% in Q1 2026, selling an estimated $62.2K and leaving 2,441 shares worth $86.5K. The position accounts for 0.01% of the portfolio, ranked #404.

SHP Wealth Management first reported a position in CRTC in Q4 2025 and has held it in 2 quarters since. The position peaked at $151K in Q4 2025. 26 funds tracked by Wall St. Rank hold CRTC as of Q1 2026.

  • SHP Wealth Management held 2,441 shares of Xtrackers US National Critical Technologies ETF worth $86.5K as of Q1 2026.
  • SHP Wealth Management sold 1,689 Xtrackers US National Critical Technologies ETF shares in Q1 2026, an estimated $62.2K.
  • Xtrackers US National Critical Technologies ETF made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #404 holding.
  • SHP Wealth Management first reported a position in Xtrackers US National Critical Technologies ETF in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Xtrackers US National Critical Technologies ETF position peaked at $151K in Q4 2025.
  • 26 funds tracked by Wall St. Rank held Xtrackers US National Critical Technologies ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.