SXL
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Summit X LLC’s iShares Future Exponential Technologies ETF XT Stock Holding History

Summit X LLC’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
2023
Q3 		– Sell
-3,731
Closed -$207K – 281
2023
Q2 		$207K Buy
+3,731
New +$197K 0.05% 256

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $382M AUM 19.08% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Summit X LLC's XT Position: Q3 2023 in Review

Summit X LLC sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2023, closing a stake of 3,731 shares — an estimated $207K sold.

Summit X LLC first reported a position in XT in Q2 2023 and held it in 1 quarter. The position peaked at $207K in Q2 2023. 226 funds tracked by Wall St. Rank hold XT as of Q3 2023.

  • Summit X LLC reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2023 after selling out during the quarter.
  • Summit X LLC sold 3,731 iShares Future Exponential Technologies ETF shares in Q3 2023, an estimated $207K.
  • Summit X LLC first reported a position in iShares Future Exponential Technologies ETF in Q2 2023 and held it in 1 quarter.
  • Summit X LLC's iShares Future Exponential Technologies ETF position peaked at $207K in Q2 2023.
  • 226 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2023.

Based on Summit X LLC's 13F filing for Q3 2023, filed 6 Nov 2023.