Advisory Services Network’s iShares Future Exponential Technologies ETF XT Stock Holding History

Advisory Services Network’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 Q1	$127K	Buy	+1,871	New	+$133K	﹤0.01%	2059
2025 Q4	–	Sell	-1,748	Closed	-$126K	–	4295
2025 Q3	$126K	Buy	+1,748	New	+$118K	﹤0.01%	1944
2024 Q1	–	Sell	-41	Closed	-$2.48K	–	3701
2023 Q4	$2.48K	Buy	+41	New	+$2.21K	﹤0.01%	3343
2023 Q2	–	Sell	-40	Closed	-$2.11K	–	3699
2023 Q1	$2.11K	Hold	40	–	–	﹤0.01%	3416
2022 Q4	$1.89K	Buy	+40	New	+$1.92K	﹤0.01%	3448
2021 Q3	–	Sell	-636	Closed	-$40K	–	3261
2021 Q2	$40K	Buy	+636	New	+$39.2K	﹤0.01%	2122
2021 Q1	–	Sell	-736	Closed	-$42K	–	2983
2020 Q4	$42K	Hold	736	–	–	﹤0.01%	1770
2020 Q3	$36K	Buy	+736	New	+$35.2K	﹤0.01%	1757
2020 Q2	–	Sell	-736	Closed	-$26K	–	2773
2020 Q1	$26K	Sell	736 -213	-22%	-$8.7K	﹤0.01%	1728
2019 Q4	$41K	Buy	+949	New	+$38.6K	﹤0.01%	1606

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WAP

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Advisory Services Network's XT Position: Q1 2026 in Review

Advisory Services Network opened a new position in iShares Future Exponential Technologies ETF (XT) in Q1 2026: 1,871 shares worth $127K. The stake represents ﹤0.01% of the portfolio and ranks #2059 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in XT as recently as Q3 2025.

Advisory Services Network first reported a position in XT in Q4 2019 and has held it in 10 quarters since. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

Advisory Services Network held 1,871 shares of iShares Future Exponential Technologies ETF worth $127K as of Q1 2026.
iShares Future Exponential Technologies ETF was a new Advisory Services Network position in Q1 2026.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2059 holding.
Advisory Services Network first reported a position in iShares Future Exponential Technologies ETF in Q4 2019 and has held it in 10 quarters since.
267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.