Total Clarity Wealth Management’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Total Clarity Wealth Management’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
2022 Q3	–	Sell	-315	Closed	-$9K	–	902
2022 Q2	$9K	Buy	+315	New	+$9.79K	﹤0.01%	704
2022 Q1	–	Sell	-500	Closed	-$21K	–	842
2021 Q4	$21K	Hold	500	–	–	0.01%	562
2021 Q3	$21K	Buy	+500	New	+$20.9K	0.01%	553
2021 Q2	–	Sell	-565	Closed	-$20K	–	684
2021 Q1	$20K	Buy	+565	New	+$20.3K	0.01%	463

Other funds holding TECB

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

SPC

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

SSWM

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

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

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

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

Total Clarity Wealth Management's TECB Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q3 2022, closing a stake of 315 shares — an estimated $9K sold.

Total Clarity Wealth Management first reported a position in TECB in Q1 2021 and held it in 4 quarters. The position peaked at $21K in Q4 2021. 32 funds tracked by Wall St. Rank hold TECB as of Q3 2022.

Total Clarity Wealth Management reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 315 iShares US Tech Breakthrough Multisector ETF shares in Q3 2022, an estimated $9K.
Total Clarity Wealth Management first reported a position in iShares US Tech Breakthrough Multisector ETF in Q1 2021 and held it in 4 quarters.
Total Clarity Wealth Management's iShares US Tech Breakthrough Multisector ETF position peaked at $21K in Q4 2021.
32 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.