BPA
XT icon

Beacon Pointe Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Beacon Pointe 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 		$1.14M Buy
13,776
+9,724
+240% +$759K 0.01% 980
2026
Q1 		$276K Sell
4,052
-217
-5% -$15.4K ﹤0.01% 1581
2025
Q4 		$298K Sell
4,269
-1,703
-29% -$125K ﹤0.01% 1265
2025
Q3 		$430K Sell
5,972
-1,065
-15% -$72.1K ﹤0.01% 1057
2025
Q2 		$459K Sell
7,037
-149
-2% -$8.89K ﹤0.01% 907
2025
Q1 		$414K Buy
7,186
+1
+0% +$61 ﹤0.01% 907
2024
Q4 		$429K Sell
7,185
-174
-2% -$10.6K ﹤0.01% 876
2024
Q3 		$448K Hold
7,359
– – 0.01% 887
2024
Q2 		$433K Buy
7,359
+6
+0.1% +$349 0.01% 922
2024
Q1 		$438K Buy
7,353
+2,611
+55% +$153K ﹤0.01% 962
2023
Q4 		$284K Sell
4,742
-558
-11% -$30.1K ﹤0.01% 1100
2023
Q3 		$277K Buy
5,300
+173
+3% +$9.52K ﹤0.01% 1106
2023
Q2 		$285K Buy
5,127
+182
+4% +$9.59K ﹤0.01% 898
2023
Q1 		$261K Sell
4,945
-911
-16% -$46.8K ﹤0.01% 982
2022
Q4 		$277K Sell
5,856
-412
-7% -$19.7K 0.01% 891
2022
Q3 		$280K Sell
6,268
-680
-10% -$33.9K 0.01% 821
2022
Q2 		$333K Buy
6,948
+18
+0.3% +$934 0.01% 788
2022
Q1 		$409K Sell
6,930
-440
-6% -$25.9K 0.01% 868
2021
Q4 		$487K Buy
7,370
+159
+2% +$10.4K 0.01% 579
2021
Q3 		$452K Buy
+7,211
New +$465K 0.01% 563

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Beacon Pointe Advisors's XT Position: Q2 2026 in Review

Beacon Pointe Advisors increased its iShares Future Exponential Technologies ETF (XT) stake by 240% in Q2 2026, buying an estimated $759K and bringing the position to 13,776 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #980.

Beacon Pointe Advisors first reported a position in XT in Q3 2021 and has held it in 20 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Beacon Pointe Advisors held 13,776 shares of iShares Future Exponential Technologies ETF worth $1.14M as of Q2 2026.
  • Beacon Pointe Advisors bought 9,724 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $759K.
  • iShares Future Exponential Technologies ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #980 holding.
  • Beacon Pointe Advisors first reported a position in iShares Future Exponential Technologies ETF in Q3 2021 and has held it in 20 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.