AWM
XT icon

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

AE 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 		$1.18M Sell
14,319
-71
-0.5% -$5.54K 0.01% 847
2026
Q1 		$981K Buy
14,390
+275
+2% +$19.5K 0.01% 837
2025
Q4 		$984K Sell
14,115
-920
-6% -$67.4K 0.01% 805
2025
Q3 		$1.08M Sell
15,035
-269
-2% -$18.2K 0.01% 735
2025
Q2 		$999K Sell
15,304
-911
-6% -$54.3K 0.01% 722
2025
Q1 		$933K Buy
16,215
+1,232
+8% +$75.3K 0.01% 719
2024
Q4 		$894K Buy
14,983
+1,207
+9% +$73.4K 0.01% 730
2024
Q3 		$839K Buy
13,776
+54
+0.4% +$3.17K 0.01% 742
2024
Q2 		$807K Buy
13,722
+6,646
+94% +$386K 0.01% 760
2024
Q1 		$422K Sell
7,076
-3,066
-30% -$180K ﹤0.01% 865
2023
Q4 		$588K Sell
10,142
-104
-1% -$5.61K ﹤0.01% 1351
2023
Q3 		$535K Sell
10,246
-860
-8% -$47.3K ﹤0.01% 1341
2023
Q2 		$617K Buy
11,106
+874
+9% +$46.1K ﹤0.01% 1279
2023
Q1 		$539K Buy
10,232
+1,258
+14% +$64.7K ﹤0.01% 1317
2022
Q4 		$425K Sell
8,974
-842
-9% -$40.3K ﹤0.01% 1374
2022
Q3 		$437K Buy
9,816
+2,338
+31% +$117K ﹤0.01% 1324
2022
Q2 		$358K Buy
7,478
+1,285
+21% +$66.7K ﹤0.01% 1364
2022
Q1 		$366K Buy
6,193
+24
+0.4% +$1.41K ﹤0.01% 1347
2021
Q4 		$408K Buy
6,169
+1,693
+38% +$110K ﹤0.01% 1338
2021
Q3 		$281K Sell
4,476
-11,366
-72% -$732K ﹤0.01% 1386
2021
Q2 		$1M Buy
15,842
+11,939
+306% +$735K 0.01% 839
2021
Q1 		$231K Sell
3,903
-1,438
-27% -$85.5K ﹤0.01% 1354
2020
Q4 		$306K Buy
+5,341
New +$282K ﹤0.01% 1139

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

AE Wealth Management reduced its iShares Future Exponential Technologies ETF (XT) stake by 0.49% in Q2 2026, selling an estimated $5.54K and leaving 14,319 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #847.

AE Wealth Management first reported a position in XT in Q4 2020 and has held it in 23 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • AE Wealth Management held 14,319 shares of iShares Future Exponential Technologies ETF worth $1.18M as of Q2 2026.
  • AE Wealth Management sold 71 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $5.54K.
  • iShares Future Exponential Technologies ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #847 holding.
  • AE Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2020 and has held it in 23 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.