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

Archford Capital Strategies’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 		$349K Sell
4,222
-425
-9% -$33.2K 0.04% 287
2026
Q1 		$317K Sell
4,647
-1,262
-21% -$89.6K 0.04% 276
2025
Q4 		$412K Sell
5,909
-24
-0.4% -$1.76K 0.05% 250
2025
Q3 		$427K Sell
5,933
-3,411
-37% -$231K 0.05% 238
2025
Q2 		$610K Sell
9,344
-6,503
-41% -$388K 0.08% 201
2025
Q1 		$912K Sell
15,847
-97,058
-86% -$5.93M 0.13% 150
2024
Q4 		$6.74M Sell
112,905
-4,060
-3% -$247K 1.02% 26
2024
Q3 		$7.2M Buy
116,965
+3,249
+3% +$191K 1.08% 24
2024
Q2 		$6.69M Sell
113,716
-3,897
-3% -$226K 1.08% 25
2024
Q1 		$7.01M Sell
117,613
-21,209
-15% -$1.25M 1.18% 18
2023
Q4 		$8.31M Sell
138,822
-3,789
-3% -$204K 1.52% 12
2023
Q3 		$7.45M Sell
142,611
-2,788
-2% -$153K 1.49% 12
2023
Q2 		$8.28M Buy
145,399
+3,002
+2% +$158K 1.57% 11
2023
Q1 		$7.29M Buy
142,397
+34,833
+32% +$1.79M 1.52% 15
2022
Q4 		$5.09M Buy
107,564
+5,837
+6% +$279K 1.17% 21
2022
Q3 		$4.53M Buy
101,727
+2,895
+3% +$144K 1.17% 18
2022
Q2 		$4.74M Buy
98,832
+4,958
+5% +$257K 1.19% 18
2022
Q1 		$5.54M Buy
93,874
+18,810
+25% +$1.11M 1.23% 18
2021
Q4 		$4.96M Buy
75,064
+2,104
+3% +$137K 1.13% 22
2021
Q3 		$4.58M Buy
72,960
+5,587
+8% +$360K 1.08% 21
2021
Q2 		$4.26M Buy
67,373
+26,060
+63% +$1.6M 1.07% 23
2021
Q1 		$2.55M Buy
41,313
+9,080
+28% +$540K 0.68% 31
2020
Q4 		$1.92M Buy
+32,233
New +$1.7M 0.44% 60

Other funds holding XT

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

Archford Capital Strategies's XT Position: Q2 2026 in Review

Archford Capital Strategies reduced its iShares Future Exponential Technologies ETF (XT) stake by 9.1% in Q2 2026, selling an estimated $33.2K and leaving 4,222 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #287.

Archford Capital Strategies first reported a position in XT in Q4 2020 and has held it in 23 quarters since. The position peaked at $8.31M in Q4 2023. 71 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Archford Capital Strategies held 4,222 shares of iShares Future Exponential Technologies ETF worth $349K as of Q2 2026.
  • Archford Capital Strategies sold 425 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $33.2K.
  • iShares Future Exponential Technologies ETF made up 0.04% of Archford Capital Strategies's portfolio in Q2 2026, its #287 holding.
  • Archford Capital Strategies first reported a position in iShares Future Exponential Technologies ETF in Q4 2020 and has held it in 23 quarters since.
  • Archford Capital Strategies's iShares Future Exponential Technologies ETF position peaked at $8.31M in Q4 2023.
  • 71 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.