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Brinker Capital Investments’s iShares Future Exponential Technologies ETF XT Stock Holding History

Brinker Capital Investments’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 		$4.44M Sell
53,705
-3,045
-5% -$238K 0.03% 429
2026
Q1 		$3.87M Sell
56,750
-14,659
-21% -$1.04M 0.03% 451
2025
Q4 		$4.98M Sell
71,409
-22,062
-24% -$1.62M 0.04% 432
2025
Q3 		$6.72M Sell
93,471
-5,631
-6% -$381K 0.05% 330
2025
Q2 		$6.47M Sell
99,102
-6,148
-6% -$367K 0.06% 314
2025
Q1 		$6.06M Sell
105,250
-9,394
-8% -$574K 0.06% 303
2024
Q4 		$6.84M Sell
114,644
-2,848
-2% -$173K 0.07% 267
2024
Q3 		$7.15M Sell
117,492
-14,677
-11% -$862K 0.07% 265
2024
Q2 		$7.78M Sell
132,169
-5,691
-4% -$331K 0.08% 233
2024
Q1 		$8.22M Sell
137,860
-71,836
-34% -$4.22M 0.09% 232
2023
Q4 		$12.2M Sell
209,696
-651,601
-76% -$35.1M 0.14% 147
2023
Q3 		$45M Sell
861,297
-857,974
-50% -$47.2M 0.54% 29
2023
Q2 		$95.6M Buy
+1,719,271
New +$90.6M 1.02% 14
2023
Q1 		– Sell
-898,449
Closed -$42.5M – 1660
2022
Q4 		$42.5M Sell
898,449
-19,404
-2% -$929K 0.85% 18
2022
Q3 		$40.9M Sell
917,853
-34,894
-4% -$1.74M 0.85% 19
2022
Q2 		$45.7M Sell
952,747
-28,370
-3% -$1.47M 0.86% 17
2022
Q1 		$57.9M Sell
981,117
-21,539
-2% -$1.27M 0.89% 16
2021
Q4 		$66.3M Buy
1,002,656
+119,301
+14% +$7.77M 0.96% 13
2021
Q3 		$55.4M Sell
883,355
-290,936
-25% -$18.7M 0.88% 13
2021
Q2 		$74.3M Sell
1,174,291
-32,029
-3% -$1.97M 0.98% 12
2021
Q1 		$71.4M Sell
1,206,320
-468,070
-28% -$27.8M 1.07% 11
2020
Q4 		$95.8M Sell
1,674,390
-494,551
-23% -$26.1M 1.48% 5
2020
Q3 		$105M Sell
2,168,941
-305,939
-12% -$14.6M 1.8% 3
2020
Q2 		$110M Sell
2,474,880
-88,363
-3% -$3.62M 4.61% 1
2020
Q1 		$91.3M Sell
2,563,243
-907,823
-26% -$37.1M 4.17% 1
2019
Q4 		$148M Buy
3,471,066
+16,561
+0.5% +$674K 4.95% 2
2019
Q3 		$134M Buy
3,454,505
+92,947
+3% +$3.58M 4.62% 1
2019
Q2 		$130M Buy
+3,361,558
New +$128M 4.06% 2
2018
Q3 		– Sell
-929
Closed -$34K – 705
2018
Q2 		$34K Buy
+929
New +$34.1K ﹤0.01% 401

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

Brinker Capital Investments's XT Position: Q2 2026 in Review

Brinker Capital Investments reduced its iShares Future Exponential Technologies ETF (XT) stake by 5.4% in Q2 2026, selling an estimated $238K and leaving 53,705 shares worth $4.44M. The position accounts for 0.03% of the portfolio, ranked #429.

Brinker Capital Investments first reported a position in XT in Q2 2018 and has held it in 29 quarters since. The position peaked at $148M in Q4 2019. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Brinker Capital Investments held 53,705 shares of iShares Future Exponential Technologies ETF worth $4.44M as of Q2 2026.
  • Brinker Capital Investments sold 3,045 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $238K.
  • iShares Future Exponential Technologies ETF made up 0.03% of Brinker Capital Investments's portfolio in Q2 2026, its #429 holding.
  • Brinker Capital Investments first reported a position in iShares Future Exponential Technologies ETF in Q2 2018 and has held it in 29 quarters since.
  • Brinker Capital Investments's iShares Future Exponential Technologies ETF position peaked at $148M in Q4 2019.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.