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

Atlas Private 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	$4.27M	Buy	51,659 +7,449	+17%	+$582K	0.93%	24
2026 Q1	$3.01M	Buy	44,210 +5,760	+15%	+$409K	0.71%	28
2025 Q4	$2.68M	Buy	38,450 +3,151	+9%	+$231K	0.63%	33
2025 Q3	$2.54M	Sell	35,299 -11,545	-25%	-$782K	0.62%	32
2025 Q2	$3.06M	Buy	46,844 +23,418	+100%	+$1.4M	0.39%	45
2025 Q1	$1.35M	Buy	+23,426	New	+$1.43M	0.19%	67

Other funds holding XT

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

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

Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

Atlas Private Wealth Advisors's XT Position: Q2 2026 in Review

Atlas Private Wealth Advisors increased its iShares Future Exponential Technologies ETF (XT) stake by 17% in Q2 2026, buying an estimated $582K and bringing the position to 51,659 shares worth $4.27M. The position accounts for 0.93% of the portfolio, ranked #24.

Atlas Private Wealth Advisors first reported a position in XT in Q1 2025 and has held it in 6 quarters since. 109 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Atlas Private Wealth Advisors held 51,659 shares of iShares Future Exponential Technologies ETF worth $4.27M as of Q2 2026.
Atlas Private Wealth Advisors bought 7,449 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $582K.
iShares Future Exponential Technologies ETF made up 0.93% of Atlas Private Wealth Advisors's portfolio in Q2 2026, its #24 holding.
Atlas Private Wealth Advisors first reported a position in iShares Future Exponential Technologies ETF in Q1 2025 and has held it in 6 quarters since.
109 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Atlas Private Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.