Allworth Financial
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Allworth Financial’s iShares Future Exponential Technologies ETF XT Stock Holding History

Allworth Financial’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
Q3 		$196K Hold
2,370
– – ﹤0.01% 1586
2026
Q2 		$196K Sell
2,370
-1
-0% -$78 ﹤0.01% 1499
2026
Q1 		$162K Buy
2,371
+189
+9% +$13.4K ﹤0.01% 1527
2025
Q4 		$152K Sell
2,182
-591
-21% -$43.3K ﹤0.01% 1493
2025
Q3 		$199K Buy
2,773
+1,349
+95% +$91.3K ﹤0.01% 1309
2025
Q2 		$92.9K Buy
1,424
+1
+0.1% +$60 ﹤0.01% 1588
2025
Q1 		$81.4K Sell
1,423
-455
-24% -$27.8K ﹤0.01% 1331
2024
Q4 		$117K Buy
1,878
+724
+63% +$44K ﹤0.01% 1190
2024
Q3 		$70.3K Sell
1,154
-38
-3% -$2.23K ﹤0.01% 1237
2024
Q2 		$70.2K Buy
1,192
+3
+0.3% +$174 ﹤0.01% 1214
2024
Q1 		$70.9K Buy
1,189
+160
+16% +$9.39K ﹤0.01% 1147
2023
Q4 		$61.6K Hold
1,029
– – ﹤0.01% 1112
2023
Q3 		$53.7K Hold
1,029
– – ﹤0.01% 1091
2023
Q2 		$57.2K Hold
1,029
– – ﹤0.01% 1083
2023
Q1 		$54.2K Hold
1,029
– – ﹤0.01% 1045
2022
Q4 		$48.7K Buy
1,029
+1
+0.1% +$48 ﹤0.01% 1015
2022
Q3 		$46K Buy
1,028
+860
+512% +$42.9K ﹤0.01% 990
2022
Q2 		$8K Buy
168
+1
+0.6% +$52 ﹤0.01% 1651
2022
Q1 		$10K Hold
167
– – ﹤0.01% 1499
2021
Q4 		$11K Hold
167
– – ﹤0.01% 1361
2021
Q3 		$10K Hold
167
– – ﹤0.01% 1355
2021
Q2 		$11K Buy
167
+1
+0.6% +$62 ﹤0.01% 1030
2021
Q1 		$10K Buy
+166
New +$9.9K ﹤0.01% 995
2020
Q2 		– Sell
-363
Closed -$13K – 1395
2020
Q1 		$13K Sell
363
-216
-37% -$8.82K ﹤0.01% 646
2019
Q4 		$25K Buy
579
+219
+61% +$8.91K ﹤0.01% 484
2019
Q3 		$14K Buy
+360
New +$13.9K ﹤0.01% 523

Other funds holding XT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Private Advisory Group
Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Barrett & Company
Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return
Daymark Wealth Partners
Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

Allworth Financial's XT Position: Q3 2026 in Review

Allworth Financial held its iShares Future Exponential Technologies ETF (XT) position steady in Q3 2026 at 2,370 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #1586.

Allworth Financial first reported a position in XT in Q3 2019 and has held it in 26 quarters since. The position peaked at $199K in Q3 2025. 163 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • Allworth Financial held 2,370 shares of iShares Future Exponential Technologies ETF worth $196K as of Q3 2026.
  • Allworth Financial left its iShares Future Exponential Technologies ETF share count unchanged in Q3 2026.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Allworth Financial's portfolio in Q3 2026, its #1586 holding.
  • Allworth Financial first reported a position in iShares Future Exponential Technologies ETF in Q3 2019 and has held it in 26 quarters since.
  • Allworth Financial's iShares Future Exponential Technologies ETF position peaked at $199K in Q3 2025.
  • 163 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Allworth Financial's 13F filing for Q3 2026, filed 6 Nov 2026.