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WealthPLAN Partners’s iShares Future Exponential Technologies ETF XT Stock Holding History

WealthPLAN Partners’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
2023
Q3 		– Sell
-54
Closed -$3K – 1207
2023
Q2 		$3K Hold
54
– – ﹤0.01% 1004
2023
Q1 		$2.85K Buy
+54
New +$2.77K ﹤0.01% 1089

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AFA
Alpha Financial Advisors Charlotte, North Carolina $382M AUM 19.08% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

WealthPLAN Partners's XT Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2023, closing a stake of 54 shares — an estimated $3K sold.

WealthPLAN Partners first reported a position in XT in Q1 2023 and held it in 2 quarters. The position peaked at $3K in Q2 2023. 226 funds tracked by Wall St. Rank hold XT as of Q3 2023.

  • WealthPLAN Partners reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 54 iShares Future Exponential Technologies ETF shares in Q3 2023, an estimated $3K.
  • WealthPLAN Partners first reported a position in iShares Future Exponential Technologies ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's iShares Future Exponential Technologies ETF position peaked at $3K in Q2 2023.
  • 226 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2023.

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