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

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Abound Wealth Management's XT Position: Q2 2026 in Review

Abound Wealth Management held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 160 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

Abound Wealth Management first reported a position in XT in Q3 2022 and has held it in 16 quarters since. The position peaked at $63.2K in Q4 2023. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Abound Wealth Management held 160 shares of iShares Future Exponential Technologies ETF worth $13.3K as of Q2 2026.
Abound Wealth Management left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #431 holding.
Abound Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q3 2022 and has held it in 16 quarters since.
Abound Wealth Management's iShares Future Exponential Technologies ETF position peaked at $63.2K in Q4 2023.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.