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
Search
Sign in
Sign up
BPA
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
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
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Baird Financial Group
Milwaukee, Wisconsin
$64B AUM
22.64%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
WAP
Wealthcare Advisory Partners
West Chester, Pennsylvania
$5.27B AUM
22.23%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
NEPWA
New England Private Wealth Advisors
Wellesley, Massachusetts
$866M AUM
15.25%
1-Year Est. Return
Sign up
Sign in
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
Theme
Close