Valeo Financial Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-1,337	Closed	-$79K	–	1867
2021 Q1	$79K	Buy	1,337 +650	+95%	+$38.6K	﹤0.01%	696
2020 Q4	$39K	Hold	687	–	–	﹤0.01%	863
2020 Q3	$33K	Hold	687	–	–	﹤0.01%	785
2020 Q2	$31K	Hold	687	–	–	﹤0.01%	912
2020 Q1	$26K	Hold	687	–	–	﹤0.01%	820
2019 Q4	$29K	Sell	687 -362	-35%	-$14.7K	﹤0.01%	831
2019 Q3	$41K	Hold	1,049	–	–	﹤0.01%	666
2019 Q2	$40K	Sell	1,049 -820	-44%	-$31.2K	﹤0.01%	671
2019 Q1	$71K	Sell	1,869 -121	-6%	-$4.41K	0.01%	488
2018 Q4	$66K	Buy	1,990 +1,799	+942%	+$63.8K	0.01%	459
2018 Q3	$7K	Buy	+191	New	+$7.26K	﹤0.01%	1101

Other funds holding XT

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

RPGK

Retirement Planning Group (Kansas) Leawood, Kansas $3.23B AUM 15.3% 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

HSA

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return

Valeo Financial Advisors's XT Position: Q2 2021 in Review

Valeo Financial Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2021, closing a stake of 1,337 shares — an estimated $79K sold.

Valeo Financial Advisors first reported a position in XT in Q3 2018 and held it in 11 quarters. The position peaked at $79K in Q1 2021. 210 funds tracked by Wall St. Rank hold XT as of Q2 2021.

Valeo Financial Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,337 iShares Future Exponential Technologies ETF shares in Q2 2021, an estimated $79K.
Valeo Financial Advisors first reported a position in iShares Future Exponential Technologies ETF in Q3 2018 and held it in 11 quarters.
Valeo Financial Advisors's iShares Future Exponential Technologies ETF position peaked at $79K in Q1 2021.
210 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.