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

Alpha Financial Advisors’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
2025 Q1	–	Sell	-35,177	Closed	-$2.1M	–	53
2024 Q4	$2.1M	Sell	35,177 -336,306	-91%	-$20.4M	0.95%	13
2024 Q3	$22.6M	Buy	371,483 +4,289	+1%	+$252K	10.01%	5
2024 Q2	$21.6M	Buy	367,194 +2,843	+0.8%	+$165K	10.4%	3
2024 Q1	$21.7M	Buy	364,351 +8,781	+2%	+$516K	10.24%	5
2023 Q4	$21.3M	Buy	355,570 +12,611	+4%	+$680K	10.79%	4
2023 Q3	$17.9M	Buy	342,959 +3,677	+1%	+$202K	11.34%	3
2023 Q2	$18.9M	Buy	339,282 +15,768	+5%	+$831K	11.81%	3
2023 Q1	$17M	Buy	323,514 +22,041	+7%	+$1.13M	11.84%	2
2022 Q4	$14.3M	Buy	+301,473	New	+$14.4M	12.39%	3

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

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Alpha Financial Advisors's XT Position: Q1 2025 in Review

Alpha Financial Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2025, closing a stake of 35,177 shares — an estimated $2.1M sold.

Alpha Financial Advisors first reported a position in XT in Q4 2022 and held it in 9 quarters. The position peaked at $22.6M in Q3 2024. 245 funds tracked by Wall St. Rank hold XT as of Q1 2025.

Alpha Financial Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2025 after selling out during the quarter.
Alpha Financial Advisors sold 35,177 iShares Future Exponential Technologies ETF shares in Q1 2025, an estimated $2.1M.
Alpha Financial Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2022 and held it in 9 quarters.
Alpha Financial Advisors's iShares Future Exponential Technologies ETF position peaked at $22.6M in Q3 2024.
245 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2025.

Based on Alpha Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.