Brookstone Capital Management
XT icon

Brookstone Capital Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Brookstone Capital Management’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
Q3 		$9.7M Buy
116,330
+4,999
+4% +$409K 0.1% 219
2026
Q2 		$9.2M Buy
111,331
+5,228
+5% +$408K 0.09% 226
2026
Q1 		$7.23M Buy
106,103
+6,276
+6% +$446K 0.08% 260
2025
Q4 		$6.96M Buy
99,827
+4,946
+5% +$362K 0.08% 257
2025
Q3 		$6.83M Buy
94,881
+4,497
+5% +$304K 0.08% 258
2025
Q2 		$5.9M Buy
90,384
+8,186
+10% +$488K 0.08% 261
2025
Q1 		$4.73M Buy
82,198
+2,922
+4% +$179K 0.07% 260
2024
Q4 		$4.73M Sell
79,276
-2,533
-3% -$154K 0.07% 259
2024
Q3 		$4.98M Buy
81,809
+3,035
+4% +$178K 0.07% 245
2024
Q2 		$4.73M Buy
78,774
+4,928
+7% +$286K 0.08% 238
2024
Q1 		$4.4M Buy
73,846
+6,320
+9% +$371K 0.08% 234
2023
Q4 		$4.04M Buy
67,526
+1,193
+2% +$64.3K 0.08% 223
2023
Q3 		$3.35M Buy
66,333
+2,929
+5% +$161K 0.07% 232
2023
Q2 		$3.46M Buy
63,404
+1,712
+3% +$90.2K 0.07% 240
2023
Q1 		$3.24M Buy
61,692
+1,930
+3% +$99.2K 0.06% 248
2022
Q4 		$2.9M Buy
59,762
+1,740
+3% +$83.3K 0.06% 245
2022
Q3 		$2.55M Buy
58,022
+3,020
+5% +$151K 0.06% 245
2022
Q2 		$2.74M Buy
55,002
+8,630
+19% +$448K 0.06% 242
2022
Q1 		$2.62M Sell
46,372
-241,769
-84% -$14.2M 0.05% 256
2021
Q4 		$18.1M Buy
288,141
+32,610
+13% +$2.12M 0.31% 78
2021
Q3 		$16M Buy
255,531
+56,158
+28% +$3.62M 0.29% 75
2021
Q2 		$12.7M Buy
199,373
+56,591
+40% +$3.48M 0.23% 92
2021
Q1 		$8.46M Buy
142,782
+27,196
+24% +$1.62M 0.32% 72
2020
Q4 		$6.62M Buy
115,586
+81,609
+240% +$4.3M 0.26% 80
2020
Q3 		$1.65M Buy
33,977
+5,859
+21% +$280K 0.08% 168
2020
Q2 		$1.25M Buy
28,118
+12,907
+85% +$529K 0.08% 153
2020
Q1 		$542K Buy
15,211
+1,875
+14% +$76.6K 0.03% 205
2019
Q4 		$570K Buy
13,336
+1,590
+14% +$64.7K 0.03% 261
2019
Q3 		$454K Buy
11,746
+1,405
+14% +$54.1K 0.02% 280
2019
Q2 		$399K Buy
10,341
+2,464
+31% +$93.7K 0.02% 336
2019
Q1 		$299K Buy
7,877
+940
+14% +$34.2K 0.02% 331
2018
Q4 		$231K Buy
+6,937
New +$246K 0.02% 262

Other funds holding XT

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Barrett & Company
Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Wealthcare Capital Partners
Wealthcare Capital Partners West Chester, Pennsylvania $247M AUM 11.94% 1-Year Est. Return
Courier Capital
Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return
Sweeney & Michel
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Crescent Grove Advisors
Crescent Grove Advisors Lake Forest, Illinois $1.18B AUM 13.12% 1-Year Est. Return

Brookstone Capital Management's XT Position: Q3 2026 in Review

Brookstone Capital Management increased its iShares Future Exponential Technologies ETF (XT) stake by 4.5% in Q3 2026, buying an estimated $409K and bringing the position to 116,330 shares worth $9.7M. The position accounts for 0.1% of the portfolio, ranked #219.

Brookstone Capital Management first reported a position in XT in Q4 2018 and has held it in 32 quarters since. The position peaked at $18.1M in Q4 2021. 68 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • Brookstone Capital Management held 116,330 shares of iShares Future Exponential Technologies ETF worth $9.7M as of Q3 2026.
  • Brookstone Capital Management bought 4,999 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $409K.
  • iShares Future Exponential Technologies ETF made up 0.1% of Brookstone Capital Management's portfolio in Q3 2026, its #219 holding.
  • Brookstone Capital Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2018 and has held it in 32 quarters since.
  • Brookstone Capital Management's iShares Future Exponential Technologies ETF position peaked at $18.1M in Q4 2021.
  • 68 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.