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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
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 +$9.87K ﹤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

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

Allworth Financial's XT Position: Q2 2026 in Review

Allworth Financial reduced its iShares Future Exponential Technologies ETF (XT) stake by 0.04% in Q2 2026, selling an estimated $78 and leaving 2,370 shares worth $196K. The position accounts for ﹤0.01% of the portfolio, ranked #1499.

Allworth Financial first reported a position in XT in Q3 2019 and has held it in 25 quarters since. The position peaked at $199K in Q3 2025. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Allworth Financial held 2,370 shares of iShares Future Exponential Technologies ETF worth $196K as of Q2 2026.
  • Allworth Financial sold 1 iShares Future Exponential Technologies ETF share in Q2 2026, an estimated $78.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1499 holding.
  • Allworth Financial first reported a position in iShares Future Exponential Technologies ETF in Q3 2019 and has held it in 25 quarters since.
  • Allworth Financial's iShares Future Exponential Technologies ETF position peaked at $199K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.