Abner Herrman & Brock
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Abner Herrman & Brock’s iShares Future Exponential Technologies ETF XT Stock Holding History

Abner Herrman & Brock’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
2026
Q3 		$277K Buy
+3,327
New +$272K 0.03% 99

Other funds holding XT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Private Advisory Group
Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Abner Herrman & Brock's XT Position: Q3 2026 in Review

Abner Herrman & Brock opened a new position in iShares Future Exponential Technologies ETF (XT) in Q3 2026: 3,327 shares worth $277K. The stake represents 0.03% of the portfolio and ranks #99 among its holdings.

186 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • Abner Herrman & Brock held 3,327 shares of iShares Future Exponential Technologies ETF worth $277K as of Q3 2026.
  • iShares Future Exponential Technologies ETF was a new Abner Herrman & Brock position in Q3 2026.
  • iShares Future Exponential Technologies ETF made up 0.03% of Abner Herrman & Brock's portfolio in Q3 2026, its #99 holding.
  • 186 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Abner Herrman & Brock's 13F filing for Q3 2026, filed 20 Oct 2026.