Wipfli Financial Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$66K	Buy	+1,477	New	+$73.7K	﹤0.01%	944

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 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

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

NEPWA

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

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Wipfli Financial Advisors's XT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares Future Exponential Technologies ETF (XT) in Q3 2022: 1,477 shares worth $66K. The stake represents ﹤0.01% of the portfolio and ranks #944 among its holdings.

215 funds tracked by Wall St. Rank hold XT as of Q3 2022.

Wipfli Financial Advisors held 1,477 shares of iShares Future Exponential Technologies ETF worth $66K as of Q3 2022.
iShares Future Exponential Technologies ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #944 holding.
215 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.