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 Q2	–	Sell	-1,871	Closed	-$127K	–	4668
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 $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

Advisory Services Network's XT Position: Q2 2026 in Review

Advisory Services Network sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2026, closing a stake of 1,871 shares — an estimated $127K sold.

Advisory Services Network first reported a position in XT in Q4 2019 and held it in 10 quarters. The position peaked at $127K in Q1 2026. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Advisory Services Network reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 1,871 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $127K.
Advisory Services Network first reported a position in iShares Future Exponential Technologies ETF in Q4 2019 and held it in 10 quarters.
Advisory Services Network's iShares Future Exponential Technologies ETF position peaked at $127K in Q1 2026.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.