Tyler-Stone Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-140	Closed	-$8.24K	–	966
2024 Q2	$8.24K	Hold	140	–	–	﹤0.01%	682
2024 Q1	$8.35K	Hold	140	–	–	﹤0.01%	681
2023 Q4	$8.38K	Hold	140	–	–	﹤0.01%	662
2023 Q3	$7K	Hold	140	–	–	﹤0.01%	677
2023 Q2	$8K	Buy	+140	New	+$7.38K	﹤0.01%	655
2022 Q4	$7K	Hold	140	–	–	﹤0.01%	623
2022 Q3	$6K	Hold	140	–	–	﹤0.01%	628
2022 Q2	$7K	Hold	140	–	–	﹤0.01%	620
2022 Q1	$8K	Hold	140	–	–	﹤0.01%	618
2021 Q4	$9K	Buy	+140	New	+$9.12K	﹤0.01%	638

Other funds holding XT

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 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

NEPWA

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

SWA

Stratos Wealth Advisors Beachwood, Ohio $1.63B AUM 16.33% 1-Year Est. Return

Tyler-Stone Wealth Management's XT Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2024, closing a stake of 140 shares — an estimated $8.24K sold.

Tyler-Stone Wealth Management first reported a position in XT in Q4 2021 and held it in 10 quarters. The position peaked at $9K in Q4 2021. 234 funds tracked by Wall St. Rank hold XT as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 140 iShares Future Exponential Technologies ETF shares in Q3 2024, an estimated $8.24K.
Tyler-Stone Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's iShares Future Exponential Technologies ETF position peaked at $9K in Q4 2021.
234 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.