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WealthPLAN Partners’s iShares US Tech Breakthrough Multisector ETF TECB Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-147
Closed -$5.56K – 1075
2023
Q2 		$5.56K Sell
147
-699
-83% -$24.1K ﹤0.01% 885
2023
Q1 		$28.1K Buy
+846
New +$25.9K ﹤0.01% 660

Other funds holding TECB

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CPC
Consolidated Planning Corp Atlanta, Georgia $617M AUM 21.61% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

WealthPLAN Partners's TECB Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares US Tech Breakthrough Multisector ETF (TECB) in Q3 2023, closing a stake of 147 shares — an estimated $5.56K sold.

WealthPLAN Partners first reported a position in TECB in Q1 2023 and held it in 2 quarters. The position peaked at $28.1K in Q1 2023. 50 funds tracked by Wall St. Rank hold TECB as of Q3 2023.

  • WealthPLAN Partners reported no remaining iShares US Tech Breakthrough Multisector ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 147 iShares US Tech Breakthrough Multisector ETF shares in Q3 2023, an estimated $5.56K.
  • WealthPLAN Partners first reported a position in iShares US Tech Breakthrough Multisector ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's iShares US Tech Breakthrough Multisector ETF position peaked at $28.1K in Q1 2023.
  • 50 funds tracked by Wall St. Rank held iShares US Tech Breakthrough Multisector ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.