AWM
XT icon

Apollon Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Apollon Wealth Management’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
Q1 		$732K Sell
10,743
-400
-4% -$28.4K 0.01% 716
2025
Q4 		$777K Sell
11,143
-93
-0.8% -$6.81K 0.01% 672
2025
Q3 		$808K Sell
11,236
-151
-1% -$10.2K 0.01% 652
2025
Q2 		$743K Buy
11,387
+1,011
+10% +$60.3K 0.01% 646
2025
Q1 		$597K Sell
10,376
-206
-2% -$12.6K 0.01% 672
2024
Q4 		$631K Buy
10,582
+1,667
+19% +$101K 0.01% 661
2024
Q3 		$543K Hold
8,915
– – 0.02% 681
2024
Q2 		$524K Sell
8,915
-10
-0.1% -$581 0.02% 662
2024
Q1 		$532K Buy
8,925
+4,224
+90% +$248K 0.02% 673
2023
Q4 		$281K Buy
+4,701
New +$253K 0.01% 860
2023
Q3 		– Sell
-8,568
Closed -$476K – 1006
2023
Q2 		$476K Buy
+8,568
New +$452K 0.02% 604

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return