Ameritas Advisory Services’s iShares Future Exponential Technologies ETF XT Stock Holding History

Ameritas Advisory Services’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 Q3	–	Sell	-2,491	Closed	-$163K	–	2970
2025 Q2	$163K	Buy	+2,491	New	+$149K	0.01%	802
2024 Q1	–	Sell	-4,289	Closed	-$257K	–	921
2023 Q4	$257K	Buy	+4,289	New	+$231K	0.01%	590
2023 Q2	–	Sell	-3,012	Closed	-$154K	–	2573
2023 Q1	$154K	Sell	3,012 -2,108	-41%	-$108K	0.01%	851
2022 Q4	$242K	Sell	5,120 -101	-2%	-$4.83K	0.01%	771
2022 Q3	$233K	Buy	5,221 +400	+8%	+$20K	0.01%	670
2022 Q2	$231K	Sell	4,821 -40,770	-89%	-$2.12M	0.01%	708
2022 Q1	$2.69M	Buy	45,591 +763	+2%	+$44.9K	0.1%	163
2021 Q4	$2.96M	Buy	+44,828	New	+$2.92M	0.11%	158

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

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

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

Ameritas Advisory Services's XT Position: Q3 2025 in Review

Ameritas Advisory Services sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2025, closing a stake of 2,491 shares — an estimated $163K sold.

Ameritas Advisory Services first reported a position in XT in Q4 2021 and held it in 8 quarters. The position peaked at $2.96M in Q4 2021. 269 funds tracked by Wall St. Rank hold XT as of Q3 2025.

Ameritas Advisory Services reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 2,491 iShares Future Exponential Technologies ETF shares in Q3 2025, an estimated $163K.
Ameritas Advisory Services first reported a position in iShares Future Exponential Technologies ETF in Q4 2021 and held it in 8 quarters.
Ameritas Advisory Services's iShares Future Exponential Technologies ETF position peaked at $2.96M in Q4 2021.
269 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.