Visionary Wealth Advisors’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

Visionary Wealth Advisors’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 Q2	–	Sell	-15,979	Closed	-$583K	–	473
2022 Q1	$583K	Buy	15,979 +126	+0.8%	+$4.59K	0.05%	231
2021 Q4	$664K	Buy	15,853 +430	+3%	+$18.2K	0.05%	198
2021 Q3	$634K	Buy	15,423 +4,579	+42%	+$192K	0.07%	165
2021 Q2	$434K	Buy	10,844 +4,771	+79%	+$179K	0.04%	216
2021 Q1	$215K	Buy	+6,073	New	+$218K	0.02%	301

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

AWM

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

BCM

Brasada Capital Management Houston, Texas $545M AUM 18.58% 1-Year Est. Return

Visionary Wealth Advisors's TECB Position: Q2 2022 in Review

Visionary Wealth Advisors sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q2 2022, closing a stake of 15,979 shares — an estimated $583K sold.

Visionary Wealth Advisors first reported a position in TECB in Q1 2021 and held it in 5 quarters. The position peaked at $664K in Q4 2021. 37 funds tracked by Wall St. Rank hold TECB as of Q2 2022.

Visionary Wealth Advisors reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q2 2022 after selling out during the quarter.
Visionary Wealth Advisors sold 15,979 iShares US Tech Breakthrough Multisector ETF shares in Q2 2022, an estimated $583K.
Visionary Wealth Advisors first reported a position in iShares US Tech Breakthrough Multisector ETF in Q1 2021 and held it in 5 quarters.
Visionary Wealth Advisors's iShares US Tech Breakthrough Multisector ETF position peaked at $664K in Q4 2021.
37 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q2 2022.

Based on Visionary Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.