Winthrop Advisory Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

Winthrop Advisory Group’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	-23,798	Closed	-$1.32M	–	136
2023 Q2	$1.32M	Sell	23,798 -1,316	-5%	-$69.4K	0.21%	45
2023 Q1	$1.32M	Sell	25,114 -265	-1%	-$13.6K	0.23%	42
2022 Q4	$1.2M	Sell	25,379 -1,125	-4%	-$53.9K	0.23%	43
2022 Q3	$1.18M	Buy	26,504 +726	+3%	+$36.2K	0.25%	39
2022 Q2	$1.24M	Sell	25,778 -1,360	-5%	-$70.6K	0.29%	36
2022 Q1	$1.6M	Buy	27,138 +539	+2%	+$31.7K	0.33%	33
2021 Q4	$1.76M	Buy	26,599 +480	+2%	+$31.3K	0.35%	32
2021 Q3	$1.64M	Buy	26,119 +43	+0.2%	+$2.77K	0.36%	32
2021 Q2	$1.65M	Buy	26,076 +31	+0.1%	+$1.91K	0.37%	28
2021 Q1	$1.54M	Buy	26,045 +2,112	+9%	+$126K	0.38%	29
2020 Q4	$1.37M	Buy	23,933 +11,561	+93%	+$610K	0.36%	29
2020 Q3	$607K	Buy	+12,372	New	+$592K	0.19%	46

Other funds holding XT

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Winthrop Advisory Group's XT Position: Q3 2023 in Review

Winthrop Advisory Group sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2023, closing a stake of 23,798 shares — an estimated $1.32M sold.

Winthrop Advisory Group first reported a position in XT in Q3 2020 and held it in 12 quarters. The position peaked at $1.76M in Q4 2021. 226 funds tracked by Wall St. Rank hold XT as of Q3 2023.

Winthrop Advisory Group reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2023 after selling out during the quarter.
Winthrop Advisory Group sold 23,798 iShares Future Exponential Technologies ETF shares in Q3 2023, an estimated $1.32M.
Winthrop Advisory Group first reported a position in iShares Future Exponential Technologies ETF in Q3 2020 and held it in 12 quarters.
Winthrop Advisory Group's iShares Future Exponential Technologies ETF position peaked at $1.76M in Q4 2021.
226 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2023.

Based on Winthrop Advisory Group's 13F filing for Q3 2023, filed 3 Nov 2023.