Sunbelt Securities’s BlackRock Future Tech ETF BTEK Stock Holding History

Sunbelt Securities’s Portfolio BTEK Stock Details BTEK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-225	Closed	-$4.61K	–	1803
2023 Q3	$4.61K	Buy	+225	New	+$4.83K	﹤0.01%	1329

Other funds holding BTEK

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AFS

Annapolis Financial Services Annapolis, Maryland $338M AUM 23.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Sunbelt Securities's BTEK Position: Q4 2023 in Review

Sunbelt Securities sold out of BlackRock Future Tech ETF (BTEK) in Q4 2023, closing a stake of 225 shares — an estimated $4.61K sold.

Sunbelt Securities first reported a position in BTEK in Q3 2023 and held it in 1 quarter. The position peaked at $4.61K in Q3 2023. 9 funds tracked by Wall St. Rank hold BTEK as of Q4 2023.

Sunbelt Securities reported no remaining BlackRock Future Tech ETF position as of Q4 2023 after selling out during the quarter.
Sunbelt Securities sold 225 BlackRock Future Tech ETF shares in Q4 2023, an estimated $4.61K.
Sunbelt Securities first reported a position in BlackRock Future Tech ETF in Q3 2023 and held it in 1 quarter.
Sunbelt Securities's BlackRock Future Tech ETF position peaked at $4.61K in Q3 2023.
9 funds tracked by Wall St. Rank held BlackRock Future Tech ETF as of Q4 2023.

Based on Sunbelt Securities's 13F filing for Q4 2023, filed 15 Feb 2024.