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AFG
Atomi Financial Group’s
iShares Future Exponential Technologies ETF
XT
Stock Holding History
Atomi Financial Group’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
$289K
Hold
4,238
–
–
0.01%
968
2025
Q4
$296K
Buy
4,238
+105
+3%
+$7.69K
0.01%
944
2025
Q3
$297K
Hold
4,133
–
–
0.01%
892
2025
Q2
$270K
Buy
4,133
+33
+0.8%
+$1.97K
0.01%
876
2025
Q1
$236K
Sell
4,100
-28
-0.7%
-$1.71K
0.01%
893
2024
Q4
$246K
Sell
4,128
-245
-6%
-$14.9K
0.01%
819
2024
Q3
$266K
Sell
4,373
-50
-1%
-$2.94K
0.02%
723
2024
Q2
$260K
Buy
4,423
+2
+0%
+$116
0.02%
640
2024
Q1
$264K
Buy
4,421
+18
+0.4%
+$1.06K
0.02%
578
2023
Q4
$264K
Buy
+4,403
New
+$237K
0.04%
456
2023
Q3
–
Sell
-3,741
Closed
-$208K
–
386
2023
Q2
$208K
Sell
3,741
-778
-17%
-$41K
0.09%
247
2023
Q1
$238K
Buy
+4,519
New
+$232K
0.13%
182
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1-Year Est. Return
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$564B AUM
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$1.37T AUM
24.88%
1-Year Est. Return
WAP
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$5.27B AUM
22.23%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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