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Ishares Tr Exponential Technologies Etf shares owned by Kingswood Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr Exponential Technologies Etf (XT) shares owned by Kingswood Wealth Advisors from 13F filings

Historical chart of Kingswood Wealth Advisors investment in Ishares Tr Exponential Technologies Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Exponential Technologies Etf held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Exponential Technologies Etf by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $268k 4.5k 59.62
2023-12-31 $554k 9.3k 59.87
2023-06-30 $648k 12k 55.60

More positions owned by Kingswood Wealth Advisors

Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Nvidia Corporation Common Stock (NVDA)
Amazon.com Common Stock (AMZN)
Spdr S&p 500 Exchange Traded Fund Exchange Traded Fund (SPY)
Grayscale Bitcoin Exchange Traded Fund Exchange Traded Fund (GBTC)
Meta Platforms Common Stock (META)
Alphabet Incorporated Cap Stk Class C Common Stock (GOOG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Alphabet Incorporated Cap Stk Class A Common Stock (GOOGL)
Ishares Core S&p 500 Exchange Traded Fund (IVV)
Microstrategy Common Stock (MSTR)
2x Bitcoin Strategy Exchange Traded Fund Exchange Traded Fund (BITX)
Unitedhealth Grp Common Stock (UNH)
Visa Common Stock (V)

View all positions for Kingswood Wealth Advisors

Top funds holding Ishares Tr Exponential Technologies Etf

Bank of America Corporation
Commonwealth Equity Services
Jane Street
Mirae Asset Global Investments
Alpha Financial Advisors
New England Private Wealth Advisors
Wells Fargo & Company
Mariner Wealth Advisors
Wealthcare Advisory Partners
Orion Portfolio Solutions
Sweet Financial Partners
Dynamic Advisors Solutions
Raymond James Financial Services Advisors
Fundamentun
Stratos Wealth Advisors

View all funds holding Ishares Tr Exponential Technologies Etf