SFC
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Strategic Financial Concepts’s iShares Future Exponential Technologies ETF XT Stock Holding History

Strategic Financial Concepts’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
2024
Q3 		– Sell
-110,950
Closed -$26.3K – 757
2024
Q2 		$26.3K Buy
+110,950
New +$6.44M 0.02% 303

Other funds holding XT

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 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
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Strategic Financial Concepts's XT Position: Q3 2024 in Review

Strategic Financial Concepts sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2024, closing a stake of 110,950 shares — an estimated $26.3K sold.

Strategic Financial Concepts first reported a position in XT in Q2 2024 and held it in 1 quarter. The position peaked at $26.3K in Q2 2024. 234 funds tracked by Wall St. Rank hold XT as of Q3 2024.

  • Strategic Financial Concepts reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 110,950 iShares Future Exponential Technologies ETF shares in Q3 2024, an estimated $26.3K.
  • Strategic Financial Concepts first reported a position in iShares Future Exponential Technologies ETF in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's iShares Future Exponential Technologies ETF position peaked at $26.3K in Q2 2024.
  • 234 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.