TriaGen Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

TriaGen Wealth Management’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 Q1	–	Sell	-15,225	Closed	-$1.01M	–	211
2021 Q4	$1.01M	Buy	15,225 +45	+0.3%	+$2.93K	0.5%	67
2021 Q3	$952K	Buy	15,180 +623	+4%	+$40.1K	0.52%	66
2021 Q2	$931K	Buy	14,557 +2,583	+22%	+$159K	0.48%	69
2021 Q1	$709K	Buy	11,974 +3,271	+38%	+$194K	0.41%	77
2020 Q4	$498K	Buy	+8,703	New	+$459K	0.29%	96

Other funds holding XT

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

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

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

BCI

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

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

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

NEPWA

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

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

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

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

TriaGen Wealth Management's XT Position: Q1 2022 in Review

TriaGen Wealth Management sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2022, closing a stake of 15,225 shares — an estimated $1.01M sold.

TriaGen Wealth Management first reported a position in XT in Q4 2020 and held it in 5 quarters. The position peaked at $1.01M in Q4 2021. 239 funds tracked by Wall St. Rank hold XT as of Q1 2022.

TriaGen Wealth Management reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2022 after selling out during the quarter.
TriaGen Wealth Management sold 15,225 iShares Future Exponential Technologies ETF shares in Q1 2022, an estimated $1.01M.
TriaGen Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2020 and held it in 5 quarters.
TriaGen Wealth Management's iShares Future Exponential Technologies ETF position peaked at $1.01M in Q4 2021.
239 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2022.

Based on TriaGen Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.