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 Q2	$397K	Buy	4,804 +566	+13%	+$44.2K	0.01%	887
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

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

Atomi Financial Group's XT Position: Q2 2026 in Review

Atomi Financial Group increased its iShares Future Exponential Technologies ETF (XT) stake by 13% in Q2 2026, buying an estimated $44.2K and bringing the position to 4,804 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #887.

Atomi Financial Group first reported a position in XT in Q1 2023 and has held it in 13 quarters since. 288 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Atomi Financial Group held 4,804 shares of iShares Future Exponential Technologies ETF worth $397K as of Q2 2026.
Atomi Financial Group bought 566 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $44.2K.
iShares Future Exponential Technologies ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #887 holding.
Atomi Financial Group first reported a position in iShares Future Exponential Technologies ETF in Q1 2023 and has held it in 13 quarters since.
288 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.