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

Ten Capital 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
2023 Q2	–	Sell	-9	Closed	-$299	–	498
2023 Q1	$299	Hold	9	–	–	﹤0.01%	522
2022 Q4	$246	Hold	9	–	–	﹤0.01%	558
2022 Q3	$0	Hold	9	–	–	﹤0.01%	624
2022 Q2	$0	Hold	9	–	–	﹤0.01%	520
2022 Q1	$0	Hold	9	–	–	﹤0.01%	542
2021 Q4	$0	Buy	+9	New	+$381	﹤0.01%	515

Other funds holding TECB

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

CPC

Consolidated Planning Corp Atlanta, Georgia $742M AUM 25.54% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Brasada Capital Management Houston, Texas $545M AUM 18.58% 1-Year Est. Return

Ten Capital Wealth Advisors's TECB Position: Q2 2023 in Review

Ten Capital Wealth Advisors sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q2 2023, closing a stake of 9 shares — an estimated $299 sold.

Ten Capital Wealth Advisors first reported a position in TECB in Q4 2021 and held it in 6 quarters. The position peaked at $299 in Q1 2023. 38 funds tracked by Wall St. Rank hold TECB as of Q2 2023.

Ten Capital Wealth Advisors reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q2 2023 after selling out during the quarter.
Ten Capital Wealth Advisors sold 9 iShares US Tech Breakthrough Multisector ETF shares in Q2 2023, an estimated $299.
Ten Capital Wealth Advisors first reported a position in iShares US Tech Breakthrough Multisector ETF in Q4 2021 and held it in 6 quarters.
Ten Capital Wealth Advisors's iShares US Tech Breakthrough Multisector ETF position peaked at $299 in Q1 2023.
38 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.