Avantax Advisory Services’s iShares Future Exponential Technologies ETF XT Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.86M	Sell	28,476 -2,130	-7%	-$127K	0.01%	840
2025 Q1	$1.76M	Sell	30,606 -127	-0.4%	-$7.76K	0.01%	802
2024 Q4	$1.83M	Sell	30,733 -120	-0.4%	-$7.3K	0.01%	749
2024 Q3	$1.88M	Buy	30,853 +1,660	+6%	+$97.5K	0.01%	727
2024 Q2	$1.72M	Buy	29,193 +1,330	+5%	+$77.3K	0.01%	723
2024 Q1	$1.66M	Buy	27,863 +2,559	+10%	+$150K	0.01%	587
2023 Q4	$1.51M	Buy	25,304 +1,780	+8%	+$96K	0.02%	591
2023 Q3	$1.23M	Buy	23,524 +3,462	+17%	+$191K	0.01%	608
2023 Q2	$1.12M	Sell	20,062 -2,572	-11%	-$136K	0.01%	645
2023 Q1	$1.19M	Sell	22,634 -8,252	-27%	-$424K	0.01%	600
2022 Q4	$1.46M	Buy	30,886 +25,848	+513%	+$1.24M	0.02%	511
2022 Q3	$225K	Buy	5,038 +222	+5%	+$11.1K	﹤0.01%	1153
2022 Q2	$231K	Sell	4,816 -3	-0.1%	-$156	﹤0.01%	1140
2022 Q1	$286K	Buy	4,819 +491	+11%	+$28.9K	﹤0.01%	1024
2021 Q4	$286K	Buy	4,328 +419	+11%	+$27.3K	﹤0.01%	998
2021 Q3	$245K	Buy	3,909 +40	+1%	+$2.58K	﹤0.01%	1013
2021 Q2	$245K	Buy	3,869 +67	+2%	+$4.13K	﹤0.01%	992
2021 Q1	$226K	Buy	+3,802	New	+$226K	﹤0.01%	925
2020 Q4	–	Sell	-5,754	Closed	-$279K	–	1372
2020 Q3	$279K	Buy	+5,754	New	+$275K	﹤0.01%	1061

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Avantax Advisory Services's XT Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Future Exponential Technologies ETF (XT) stake by 7% in Q2 2025, selling an estimated $127K and leaving 28,476 shares worth $1.86M. The position accounts for 0.01% of the portfolio, ranked #840.

Avantax Advisory Services first reported a position in XT in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.88M in Q3 2024. 263 funds tracked by Wall St. Rank hold XT as of Q2 2025.

Avantax Advisory Services held 28,476 shares of iShares Future Exponential Technologies ETF worth $1.86M as of Q2 2025.
Avantax Advisory Services sold 2,130 iShares Future Exponential Technologies ETF shares in Q2 2025, an estimated $127K.
iShares Future Exponential Technologies ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #840 holding.
Avantax Advisory Services first reported a position in iShares Future Exponential Technologies ETF in Q3 2020 and has held it in 19 quarters since.
Avantax Advisory Services's iShares Future Exponential Technologies ETF position peaked at $1.88M in Q3 2024.
263 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.