Wintrust Investments’s iShares Future Exponential Technologies ETF XT Stock Holding History

Wintrust Investments’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
2020 Q1	–	Sell	-79,934	Closed	-$3.42M	–	374
2019 Q4	$3.42M	Buy	79,934 +1,380	+2%	+$56.2K	0.48%	40
2019 Q3	$3.04M	Buy	78,554 +1,791	+2%	+$69K	0.45%	42
2019 Q2	$2.96M	Sell	76,763 -423	-0.5%	-$16.1K	0.45%	47
2019 Q1	$2.93M	Buy	77,186 +2,487	+3%	+$90.6K	0.48%	45
2018 Q4	$2.48M	Buy	74,699 +25,944	+53%	+$920K	0.46%	42
2018 Q3	$1.89M	Buy	+48,755	New	+$1.85M	0.31%	57

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $67.8B AUM 57.69% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

REDW Wealth Albuquerque, New Mexico $279M AUM 20.58% 1-Year Est. Return

Wintrust Investments's XT Position: Q1 2020 in Review

Wintrust Investments sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2020, closing a stake of 79,934 shares — an estimated $3.42M sold.

Wintrust Investments first reported a position in XT in Q3 2018 and held it in 6 quarters. The position peaked at $3.42M in Q4 2019. 129 funds tracked by Wall St. Rank hold XT as of Q1 2020.

Wintrust Investments reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2020 after selling out during the quarter.
Wintrust Investments sold 79,934 iShares Future Exponential Technologies ETF shares in Q1 2020, an estimated $3.42M.
Wintrust Investments first reported a position in iShares Future Exponential Technologies ETF in Q3 2018 and held it in 6 quarters.
Wintrust Investments's iShares Future Exponential Technologies ETF position peaked at $3.42M in Q4 2019.
129 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2020.

Based on Wintrust Investments's 13F filing for Q1 2020, filed 14 May 2020.