Wealth Enhancement Advisory Services’s SPDR FactSet Innovative Technology ETF XITK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-3,591
Closed -$625K 3131
2024
Q4
$625K Buy
+3,591
New +$625K ﹤0.01% 1811
2024
Q2
Sell
-5,838
Closed -$872K 2563
2024
Q1
$872K Sell
5,838
-1,047
-15% -$156K ﹤0.01% 1303
2023
Q4
$1.01M Buy
+6,885
New +$1.01M ﹤0.01% 1173