Ten Capital Wealth Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Ten Capital Wealth Advisors’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
2022 Q4	–	Sell	-421	Closed	-$19K	–	666
2022 Q3	$19K	Hold	421	–	–	0.01%	250
2022 Q2	$20K	Hold	421	–	–	0.01%	210
2022 Q1	$25K	Hold	421	–	–	0.01%	197
2021 Q4	$28K	Hold	421	–	–	0.01%	190
2021 Q3	$26K	Hold	421	–	–	0.01%	185
2021 Q2	$27K	Hold	421	–	–	0.01%	227
2021 Q1	$24K	Buy	+421	New	+$25K	0.01%	213

Other funds holding XT

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ten Capital Wealth Advisors's XT Position: Q4 2022 in Review

Ten Capital Wealth Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2022, closing a stake of 421 shares — an estimated $19K sold.

Ten Capital Wealth Advisors first reported a position in XT in Q1 2021 and held it in 7 quarters. The position peaked at $28K in Q4 2021. 223 funds tracked by Wall St. Rank hold XT as of Q4 2022.

Ten Capital Wealth Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2022 after selling out during the quarter.
Ten Capital Wealth Advisors sold 421 iShares Future Exponential Technologies ETF shares in Q4 2022, an estimated $19K.
Ten Capital Wealth Advisors first reported a position in iShares Future Exponential Technologies ETF in Q1 2021 and held it in 7 quarters.
Ten Capital Wealth Advisors's iShares Future Exponential Technologies ETF position peaked at $28K in Q4 2021.
223 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2022.

Based on Ten Capital Wealth Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.