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Stratos Wealth Advisors’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Stratos Wealth 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
2026
Q2 		$847K Sell
11,803
-433
-4% -$28.8K 0.05% 302
2026
Q1 		$679K Buy
12,236
+42
+0.3% +$2.45K 0.04% 337
2025
Q4 		$742K Sell
12,194
-126
-1% -$7.75K 0.04% 357
2025
Q3 		$744K Sell
12,320
-70
-0.6% -$4.09K 0.04% 375
2025
Q2 		$711K Buy
12,390
+213
+2% +$11K 0.04% 382
2025
Q1 		$596K Buy
12,177
+316
+3% +$16.8K 0.03% 402
2024
Q4 		$631K Sell
11,861
-22
-0.2% -$1.18K 0.03% 416
2024
Q3 		$609K Sell
11,883
-116
-1% -$5.76K 0.03% 451
2024
Q2 		$605K Sell
11,999
-732
-6% -$34.9K 0.03% 426
2024
Q1 		$610K Sell
12,731
-181
-1% -$8.34K 0.04% 420
2023
Q4 		$554K Sell
12,912
-309
-2% -$12K 0.03% 444
2023
Q3 		$483K Buy
13,221
+2,667
+25% +$101K 0.03% 432
2023
Q2 		$399K Sell
10,554
-166
-2% -$5.73K 0.03% 459
2023
Q1 		$356K Sell
10,720
-150
-1% -$4.59K 0.03% 472
2022
Q4 		$297K Buy
10,870
+42
+0.4% +$1.17K 0.02% 472
2022
Q3 		$283K Buy
10,828
+159
+1% +$4.74K 0.03% 429
2022
Q2 		$300K Buy
10,669
+423
+4% +$13.1K 0.03% 436
2022
Q1 		$374K Sell
10,246
-171
-2% -$6.22K 0.03% 423
2021
Q4 		$436K Sell
10,417
-1,049
-9% -$44.4K 0.03% 414
2021
Q3 		$471K Sell
11,466
-611
-5% -$25.6K 0.04% 372
2021
Q2 		$484K Sell
12,077
-53
-0.4% -$1.99K 0.04% 360
2021
Q1 		$429K Sell
12,130
-1,321
-10% -$47.4K 0.05% 338
2020
Q4 		$473K Buy
13,451
+2,941
+28% +$98.4K 0.07% 253
2020
Q3 		$337K Buy
+10,510
New +$328K 0.08% 235

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SFPG
Stonebridge Financial Planning Group Orlando, Florida $314M AUM 23.1% 1-Year Est. Return

Stratos Wealth Advisors's TECB Position: Q2 2026 in Review

Stratos Wealth Advisors reduced its iShares US Tech Breakthrough Multisector ETF (TECB) stake by 3.5% in Q2 2026, selling an estimated $28.8K and leaving 11,803 shares worth $847K. The position accounts for 0.05% of the portfolio, ranked #302.

Stratos Wealth Advisors first reported a position in TECB in Q3 2020 and has held it in 24 quarters since. 93 funds tracked by Wall St. Rank hold TECB as of Q2 2026.

  • Stratos Wealth Advisors held 11,803 shares of iShares US Tech Breakthrough Multisector ETF worth $847K as of Q2 2026.
  • Stratos Wealth Advisors sold 433 iShares US Tech Breakthrough Multisector ETF shares in Q2 2026, an estimated $28.8K.
  • iShares US Tech Breakthrough Multisector ETF made up 0.05% of Stratos Wealth Advisors's portfolio in Q2 2026, its #302 holding.
  • Stratos Wealth Advisors first reported a position in iShares US Tech Breakthrough Multisector ETF in Q3 2020 and has held it in 24 quarters since.
  • 93 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2026.

Based on Stratos Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.