Westside Investment Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Westside Investment Management’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 Q2	–	Sell	-103	Closed	-$5.44K	–	859
2023 Q1	$5.44K	Hold	103	–	–	﹤0.01%	685
2022 Q4	$4	Buy	103 +1	+1%	+$48	﹤0.01%	729
2022 Q3	$4	Hold	102	–	–	﹤0.01%	720
2022 Q2	$4	Hold	102	–	–	﹤0.01%	719
2022 Q1	$6	Hold	102	–	–	﹤0.01%	672
2021 Q4	$6	Hold	102	–	–	﹤0.01%	656
2021 Q3	$6	Hold	102	–	–	﹤0.01%	640
2021 Q2	$6	Buy	102 +1	+1%	+$62	﹤0.01%	630
2021 Q1	$6	Hold	101	–	–	﹤0.01%	617
2020 Q4	$5	Hold	101	–	–	﹤0.01%	564
2020 Q3	$4	Hold	101	–	–	﹤0.01%	577
2020 Q2	$4	Buy	101 +1	+1%	+$41	﹤0.01%	570
2020 Q1	$3	Buy	+100	New	+$4.09K	﹤0.01%	587

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

AFA

Alpha Financial Advisors Charlotte, North Carolina $326M AUM 15.49% 1-Year Est. Return

NEPWA

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

Westside Investment Management's XT Position: Q2 2023 in Review

Westside Investment Management sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2023, closing a stake of 103 shares — an estimated $5.44K sold.

Westside Investment Management first reported a position in XT in Q1 2020 and held it in 13 quarters. The position peaked at $5.44K in Q1 2023. 220 funds tracked by Wall St. Rank hold XT as of Q2 2023.

Westside Investment Management reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2023 after selling out during the quarter.
Westside Investment Management sold 103 iShares Future Exponential Technologies ETF shares in Q2 2023, an estimated $5.44K.
Westside Investment Management first reported a position in iShares Future Exponential Technologies ETF in Q1 2020 and held it in 13 quarters.
Westside Investment Management's iShares Future Exponential Technologies ETF position peaked at $5.44K in Q1 2023.
220 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2023.

Based on Westside Investment Management's 13F filing for Q2 2023, filed 14 Jul 2023.