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AlphaCore Capital’s iShares Future Exponential Technologies ETF XT Stock Holding History

AlphaCore Capital’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 		$1.21M Sell
14,637
-1,338
-8% -$104K 0.02% 415
2026
Q1 		$1.09M Sell
15,975
-1,572
-9% -$112K 0.03% 365
2025
Q4 		$1.22M Buy
17,547
+15,989
+1,026% +$1.17M 0.03% 364
2025
Q3 		$112K Hold
1,558
– – ﹤0.01% 791
2025
Q2 		$102K Sell
1,558
-17
-1% -$1.01K ﹤0.01% 705
2025
Q1 		$90.7K Sell
1,575
-24,281
-94% -$1.48M 0.01% 531
2024
Q4 		$1.54M Sell
25,856
-147,608
-85% -$8.97M 0.33% 55
2024
Q3 		$10.6M Buy
173,464
+7,888
+5% +$463K 2.38% 8
2024
Q2 		$9.74M Buy
165,576
+6,849
+4% +$398K 2.35% 8
2024
Q1 		$9.46M Buy
158,727
+12,437
+9% +$730K 2.52% 8
2023
Q4 		$8.76M Buy
146,290
+12,980
+10% +$700K 1.28% 17
2023
Q3 		$6.96M Buy
133,310
+8,689
+7% +$478K 1.1% 19
2023
Q2 		$6.93M Buy
124,621
+3,752
+3% +$198K 1.11% 19
2023
Q1 		$6.37M Sell
120,869
-10,772
-8% -$554K 1.69% 16
2022
Q4 		$6.23M Buy
131,641
+7,533
+6% +$361K 2.42% 11
2022
Q3 		$5.53M Buy
124,108
+23,264
+23% +$1.16M 2.52% 12
2022
Q2 		$4.83M Sell
100,844
-1,950
-2% -$101K 2.24% 11
2022
Q1 		$6.07M Sell
102,794
-53,043
-34% -$3.12M 2.36% 10
2021
Q4 		$10.3M Buy
155,837
+31,698
+26% +$2.06M 4.49% 8
2021
Q3 		$7.79M Sell
124,139
-7,351
-6% -$474K 3.95% 8
2021
Q2 		$8.32M Buy
131,490
+17,422
+15% +$1.07M 4.44% 8
2021
Q1 		$6.75M Buy
114,068
+76,400
+203% +$4.54M 4.52% 8
2020
Q4 		$2.16M Buy
37,668
+5,728
+18% +$302K 1.61% 9
2020
Q3 		$1.55M Sell
31,940
-5,651
-15% -$270K 1.41% 10
2020
Q2 		$1.67M Buy
37,591
+9,570
+34% +$392K 1.67% 8
2020
Q1 		$998K Buy
28,021
+1,440
+5% +$58.8K 0.79% 18
2019
Q4 		$1.14M Buy
+26,581
New +$1.08M 0.69% 23

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

AlphaCore Capital's XT Position: Q2 2026 in Review

AlphaCore Capital reduced its iShares Future Exponential Technologies ETF (XT) stake by 8.4% in Q2 2026, selling an estimated $104K and leaving 14,637 shares worth $1.21M. The position accounts for 0.02% of the portfolio, ranked #415.

AlphaCore Capital first reported a position in XT in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.6M in Q3 2024. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • AlphaCore Capital held 14,637 shares of iShares Future Exponential Technologies ETF worth $1.21M as of Q2 2026.
  • AlphaCore Capital sold 1,338 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $104K.
  • iShares Future Exponential Technologies ETF made up 0.02% of AlphaCore Capital's portfolio in Q2 2026, its #415 holding.
  • AlphaCore Capital first reported a position in iShares Future Exponential Technologies ETF in Q4 2019 and has held it in 27 quarters since.
  • AlphaCore Capital's iShares Future Exponential Technologies ETF position peaked at $10.6M in Q3 2024.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.