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Ishares Tr Exponential Technologies Etf shares owned by Sweet Financial Partners

Quarter-by-quarter ownership of Ishares Tr Exponential Technologies Etf (XT) shares owned by Sweet Financial Partners from 13F filings

Historical chart of Sweet Financial Partners investment in Ishares Tr Exponential Technologies Etf

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All positions including Ishares Tr Exponential Technologies Etf held by Sweet Financial Partners 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 Sweet Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 189k 60.88
2024-06-30 $11M 191k 58.83
2024-03-31 $11M 191k 59.62
2023-12-31 $12M 195k 59.87
2023-09-30 $10M 196k 52.21
2023-06-30 $11M 198k 55.60
2023-03-31 $11M 199k 52.70
2022-12-31 $9.5M 200k 47.34
2022-09-30 $9.7M 217k 44.57
2022-06-30 $11M 220k 47.93
2022-03-31 $13M 224k 59.04
2021-12-31 $21M 317k 66.07

More positions owned by Sweet Financial Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Intl Equity Index F Vanguard Intl Equity Index F (VEU)
Ishares Tr Exponential Tech (XT)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Wisdomtree Tr Em Ex St-owned (XSOE)
First Tr Exchange-traded Growth Strength (FTGS)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Apple (AAPL)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Index Shs Fds S&p North Amer (NANR)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)

View all positions for Sweet Financial Partners

Top funds holding Ishares Tr Exponential Technologies Etf

Financial Engines Advisors L.L.C
Bank of America Corporation
LPL Financial
Alpha Financial Advisors
Morgan Stanley
Commonwealth Equity Services
New England Private Wealth Advisors
Stratos Wealth Advisors
Sweet Financial Partners
Fundamentun
AlphaCore Capital
Wells Fargo & Company
Mariner Wealth Advisors
Wealthcare Advisory Partners
Dynamic Advisors Solutions

View all funds holding Ishares Tr Exponential Technologies Etf