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Abbot Financial Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Abbot Financial Management’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
2025
Q1 		– Sell
-10,027
Closed -$598K – 129
2024
Q4 		$598K Sell
10,027
-727
-7% -$44.2K 0.3% 88
2024
Q3 		$655K Sell
10,754
-1,499
-12% -$88K 0.33% 85
2024
Q2 		$721K Sell
12,253
-732
-6% -$42.5K 0.39% 71
2024
Q1 		$774K Sell
12,985
-11
-0.1% -$646 0.43% 67
2023
Q4 		$778K Sell
12,996
-96
-0.7% -$5.18K 0.47% 64
2023
Q3 		$684K Buy
13,092
+2,812
+27% +$155K 0.46% 63
2023
Q2 		$572K Buy
10,280
+4
+0% +$211 0.37% 74
2023
Q1 		$542K Sell
10,276
-150
-1% -$7.71K 0.36% 78
2022
Q4 		$494K Buy
10,426
+5
+0% +$239 0.34% 77
2022
Q3 		$464K Hold
10,421
– – 0.33% 78
2022
Q2 		$499K Sell
10,421
-143
-1% -$7.42K 0.3% 82
2022
Q1 		$624K Buy
10,564
+597
+6% +$35.1K 0.3% 79
2021
Q4 		$659K Sell
9,967
-50
-0.5% -$3.26K 0.29% 74
2021
Q3 		$628K Buy
10,017
+1,802
+22% +$116K 0.29% 76
2021
Q2 		$520K Buy
8,215
+7
+0.1% +$431 0.23% 84
2021
Q1 		$486K Buy
8,208
+345
+4% +$20.5K 0.22% 85
2020
Q4 		$450K Sell
7,863
-831
-10% -$43.8K 0.26% 82
2020
Q3 		$422K Buy
8,694
+229
+3% +$11K 0.27% 80
2020
Q2 		$377K Buy
8,465
+11
+0.1% +$451 0.26% 84
2020
Q1 		$301K Buy
8,454
+137
+2% +$5.6K 0.25% 86
2019
Q4 		$356K Buy
8,317
+94
+1% +$3.83K 0.23% 94
2019
Q3 		$318K Buy
8,223
+1,788
+28% +$68.8K 0.23% 97
2019
Q2 		$248K Buy
+6,435
New +$245K 0.18% 106

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Abbot Financial Management's XT Position: Q1 2025 in Review

Abbot Financial Management sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2025, closing a stake of 10,027 shares — an estimated $598K sold.

Abbot Financial Management first reported a position in XT in Q2 2019 and held it in 23 quarters. The position peaked at $778K in Q4 2023. 245 funds tracked by Wall St. Rank hold XT as of Q1 2025.

  • Abbot Financial Management reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2025 after selling out during the quarter.
  • Abbot Financial Management sold 10,027 iShares Future Exponential Technologies ETF shares in Q1 2025, an estimated $598K.
  • Abbot Financial Management first reported a position in iShares Future Exponential Technologies ETF in Q2 2019 and held it in 23 quarters.
  • Abbot Financial Management's iShares Future Exponential Technologies ETF position peaked at $778K in Q4 2023.
  • 245 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2025.

Based on Abbot Financial Management's 13F filing for Q1 2025, filed 7 May 2025.