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 Q2	$1.68M	Sell	20,353 -2,682	-12%	-$209K	0.09%	166
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 $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

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

Berger Financial Group reduced its iShares Future Exponential Technologies ETF (XT) stake by 12% in Q2 2026, selling an estimated $209K and leaving 20,353 shares worth $1.68M. The position accounts for 0.09% of the portfolio, ranked #166.

Berger Financial Group first reported a position in XT in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.98M in Q1 2024. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Berger Financial Group held 20,353 shares of iShares Future Exponential Technologies ETF worth $1.68M as of Q2 2026.
Berger Financial Group sold 2,682 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $209K.
iShares Future Exponential Technologies ETF made up 0.09% of Berger Financial Group's portfolio in Q2 2026, its #166 holding.
Berger Financial Group first reported a position in iShares Future Exponential Technologies ETF in Q1 2024 and has held it in 10 quarters since.
Berger Financial Group's iShares Future Exponential Technologies ETF position peaked at $6.98M in Q1 2024.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

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