Visionary Wealth Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Visionary Wealth 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
2022 Q2	–	Sell	-11,843	Closed	-$699K	–	482
2022 Q1	$699K	Buy	11,843 +1,153	+11%	+$67.8K	0.06%	207
2021 Q4	$706K	Buy	10,690 +1,311	+14%	+$85.4K	0.06%	189
2021 Q3	$588K	Sell	9,379 -753	-7%	-$48.5K	0.06%	176
2021 Q2	$641K	Sell	10,132 -209	-2%	-$12.9K	0.06%	171
2021 Q1	$612K	Buy	10,341 +2,200	+27%	+$131K	0.06%	179
2020 Q4	$466K	Buy	+8,141	New	+$429K	0.05%	188

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

NEPWA

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

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

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

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

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

Visionary Wealth Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2022, closing a stake of 11,843 shares — an estimated $699K sold.

Visionary Wealth Advisors first reported a position in XT in Q4 2020 and held it in 6 quarters. The position peaked at $706K in Q4 2021. 222 funds tracked by Wall St. Rank hold XT as of Q2 2022.

Visionary Wealth Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2022 after selling out during the quarter.
Visionary Wealth Advisors sold 11,843 iShares Future Exponential Technologies ETF shares in Q2 2022, an estimated $699K.
Visionary Wealth Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2020 and held it in 6 quarters.
Visionary Wealth Advisors's iShares Future Exponential Technologies ETF position peaked at $706K in Q4 2021.
222 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2022.

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