Tidemark’s iShares Future Exponential Technologies ETF XT Stock Holding History

Tidemark’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
2024 Q2	–	Sell	-915	Closed	-$54.6K	–	729
2024 Q1	$54.6K	Hold	915	–	–	0.03%	220
2023 Q4	$54.8K	Buy	+915	New	+$49.3K	0.03%	213

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AFA

Alpha Financial Advisors Charlotte, North Carolina $382M AUM 19.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Tidemark's XT Position: Q2 2024 in Review

Tidemark sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2024, closing a stake of 915 shares — an estimated $54.6K sold.

Tidemark first reported a position in XT in Q4 2023 and held it in 2 quarters. The position peaked at $54.8K in Q4 2023. 244 funds tracked by Wall St. Rank hold XT as of Q2 2024.

Tidemark reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2024 after selling out during the quarter.
Tidemark sold 915 iShares Future Exponential Technologies ETF shares in Q2 2024, an estimated $54.6K.
Tidemark first reported a position in iShares Future Exponential Technologies ETF in Q4 2023 and held it in 2 quarters.
Tidemark's iShares Future Exponential Technologies ETF position peaked at $54.8K in Q4 2023.
244 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2024.

Based on Tidemark's 13F filing for Q2 2024, filed 12 Aug 2024.