BostonPremier Wealth’s iShares Future Exponential Technologies ETF XT Stock Holding History

BostonPremier Wealth’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	$584K	Sell	7,065 -328	-4%	-$25.6K	0.25%	35
2026 Q1	$504K	Sell	7,393 -16	-0.2%	-$1.14K	0.26%	32
2025 Q4	$517K	Buy	7,409 +209	+3%	+$15.3K	0.26%	33
2025 Q3	$518K	Sell	7,200 -12,108	-63%	-$820K	0.26%	31
2025 Q2	$1.26M	Buy	19,308 +109	+0.6%	+$6.5K	0.7%	18
2025 Q1	$1.11M	Buy	19,199 +287	+2%	+$17.5K	0.69%	17
2024 Q4	$1.13M	Buy	+18,912	New	+$1.15M	0.68%	18

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

BostonPremier Wealth's XT Position: Q2 2026 in Review

BostonPremier Wealth reduced its iShares Future Exponential Technologies ETF (XT) stake by 4.4% in Q2 2026, selling an estimated $25.6K and leaving 7,065 shares worth $584K. The position accounts for 0.25% of the portfolio, ranked #35.

BostonPremier Wealth first reported a position in XT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q2 2025. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

BostonPremier Wealth held 7,065 shares of iShares Future Exponential Technologies ETF worth $584K as of Q2 2026.
BostonPremier Wealth sold 328 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $25.6K.
iShares Future Exponential Technologies ETF made up 0.25% of BostonPremier Wealth's portfolio in Q2 2026, its #35 holding.
BostonPremier Wealth first reported a position in iShares Future Exponential Technologies ETF in Q4 2024 and has held it in 7 quarters since.
BostonPremier Wealth's iShares Future Exponential Technologies ETF position peaked at $1.26M in Q2 2025.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on BostonPremier Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.