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

Aptus Capital 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
2026 Q2	$152K	Buy	1,840 +492	+36%	+$38.4K	﹤0.01%	1174
2026 Q1	$91.9K	Buy	1,348 +59	+5%	+$4.19K	﹤0.01%	1165
2025 Q4	$89.9K	Buy	1,289 +51	+4%	+$3.74K	﹤0.01%	1200
2025 Q3	$89.1K	Buy	1,238 +689	+126%	+$46.6K	﹤0.01%	1140
2025 Q2	$35.8K	Buy	+549	New	+$32.7K	﹤0.01%	1216
2025 Q1	–	Sell	-111	Closed	-$6.62K	–	1509
2024 Q4	$6.62K	Hold	111	–	–	﹤0.01%	1313
2024 Q3	$6.76K	Hold	111	–	–	﹤0.01%	1126
2024 Q2	$6.53K	Buy	+111	New	+$6.45K	﹤0.01%	1058
2024 Q1	–	Sell	-225	Closed	-$13.5K	–	1186
2023 Q4	$13.5K	Buy	+225	New	+$12.1K	﹤0.01%	777

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Aptus Capital Advisors's XT Position: Q2 2026 in Review

Aptus Capital Advisors increased its iShares Future Exponential Technologies ETF (XT) stake by 36% in Q2 2026, buying an estimated $38.4K and bringing the position to 1,840 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

Aptus Capital Advisors first reported a position in XT in Q4 2023 and has held it in 9 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Aptus Capital Advisors held 1,840 shares of iShares Future Exponential Technologies ETF worth $152K as of Q2 2026.
Aptus Capital Advisors bought 492 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $38.4K.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1174 holding.
Aptus Capital Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2023 and has held it in 9 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.