AWM
XT icon

Abound Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Abound Wealth 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
2026
Q2 		$13.3K Hold
160
– – ﹤0.01% 431
2026
Q1 		$10.9K Hold
160
– – ﹤0.01% 522
2025
Q4 		$11.2K Hold
160
– – ﹤0.01% 485
2025
Q3 		$11.5K Hold
160
– – ﹤0.01% 461
2025
Q2 		$10.5K Sell
160
-7
-4% -$417 ﹤0.01% 435
2025
Q1 		$9.64K Hold
167
– – ﹤0.01% 412
2024
Q4 		$9.99K Hold
167
– – ﹤0.01% 386
2024
Q3 		$10.2K Hold
167
– – ﹤0.01% 409
2024
Q2 		$9.85K Sell
167
-9
-5% -$523 ﹤0.01% 374
2024
Q1 		$10.5K Sell
176
-880
-83% -$51.7K ﹤0.01% 364
2023
Q4 		$63.2K Buy
1,056
+176
+20% +$9.49K 0.03% 119
2023
Q3 		$45.9K Hold
880
– – 0.02% 143
2023
Q2 		$48.9K Hold
880
– – 0.02% 133
2023
Q1 		$46.4K Hold
880
– – 0.02% 130
2022
Q4 		$41.6K Hold
880
– – 0.02% 130
2022
Q3 		$39.2K Buy
+880
New +$43.9K 0.02% 134

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WAP
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BCM
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DAS
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RA
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WCP
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Wealth Enhancement Advisory Services
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SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CKAIS
Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return