Berger Financial Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

Berger 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	$1.57M	Sell	23,035 -2,053	-8%	-$146K	0.09%	165
2025 Q4	$1.75M	Sell	25,088 -1,280	-5%	-$93.8K	0.1%	155
2025 Q3	$1.9M	Sell	26,368 -674	-2%	-$45.6K	0.11%	145
2025 Q2	$1.76M	Sell	27,042 -5,377	-17%	-$321K	0.11%	139
2025 Q1	$1.87M	Sell	32,419 -517	-2%	-$31.6K	0.13%	128
2024 Q4	$1.96M	Sell	32,936 -5,677	-15%	-$345K	0.14%	125
2024 Q3	$2.35M	Sell	38,613 -15,526	-29%	-$912K	0.17%	113
2024 Q2	$3.19M	Sell	54,139 -62,937	-54%	-$3.66M	0.25%	93
2024 Q1	$6.98M	Buy	+117,076	New	+$6.87M	0.57%	37

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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

Berger Financial Group's XT Position: Q1 2026 in Review

Berger Financial Group reduced its iShares Future Exponential Technologies ETF (XT) stake by 8.2% in Q1 2026, selling an estimated $146K and leaving 23,035 shares worth $1.57M. The position accounts for 0.09% of the portfolio, ranked #165.

Berger Financial Group first reported a position in XT in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.98M in Q1 2024. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

Berger Financial Group held 23,035 shares of iShares Future Exponential Technologies ETF worth $1.57M as of Q1 2026.
Berger Financial Group sold 2,053 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $146K.
iShares Future Exponential Technologies ETF made up 0.09% of Berger Financial Group's portfolio in Q1 2026, its #165 holding.
Berger Financial Group first reported a position in iShares Future Exponential Technologies ETF in Q1 2024 and has held it in 9 quarters since.
Berger Financial Group's iShares Future Exponential Technologies ETF position peaked at $6.98M in Q1 2024.
267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.