Arkadios Wealth Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Arkadios Wealth 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	$11.4M	Buy	138,057 +3,198	+2%	+$250K	0.17%	130
2026 Q1	$9.19M	Buy	134,859 +35,560	+36%	+$2.53M	0.15%	161
2025 Q4	$6.93M	Buy	99,299 +7,075	+8%	+$518K	0.13%	167
2025 Q3	$6.63M	Buy	92,224 +6,264	+7%	+$424K	0.16%	146
2025 Q2	$5.61M	Buy	85,960 +5,178	+6%	+$309K	0.17%	142
2025 Q1	$4.65M	Buy	+80,782	New	+$4.94M	0.18%	129
2022 Q1	–	Sell	-4,980	Closed	-$329K	–	640
2021 Q4	$329K	Buy	4,980 +265	+6%	+$17.3K	0.04%	424
2021 Q3	$295K	Buy	4,715 +70	+2%	+$4.51K	0.04%	410
2021 Q2	$293K	Buy	4,645 +414	+10%	+$25.5K	0.04%	454
2021 Q1	$250K	Buy	4,231 +946	+29%	+$56.2K	0.04%	373
2020 Q4	$188K	Buy	3,285 +11	+0.3%	+$580	0.04%	336
2020 Q3	$166K	Hold	3,274	–	–	0.08%	205
2020 Q2	$152K	Buy	3,274 +17	+0.5%	+$697	0.08%	191
2020 Q1	$116K	Hold	3,257	–	–	0.07%	219
2019 Q4	$146K	Buy	+3,257	New	+$133K	0.09%	185

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

Arkadios Wealth Advisors's XT Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its iShares Future Exponential Technologies ETF (XT) stake by 2.4% in Q2 2026, buying an estimated $250K and bringing the position to 138,057 shares worth $11.4M. The position accounts for 0.17% of the portfolio, ranked #130.

Arkadios Wealth Advisors first reported a position in XT in Q4 2019 and has held it in 15 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Arkadios Wealth Advisors held 138,057 shares of iShares Future Exponential Technologies ETF worth $11.4M as of Q2 2026.
Arkadios Wealth Advisors bought 3,198 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $250K.
iShares Future Exponential Technologies ETF made up 0.17% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #130 holding.
Arkadios Wealth Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2019 and has held it in 15 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.