Capital Analysts LLC’s iShares Future Exponential Technologies ETF XT Stock Holding History

Capital Analysts LLC’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	$91K	Hold	1,342	–	–	﹤0.01%	820
2025 Q4	$94K	Hold	1,342	–	–	﹤0.01%	780
2025 Q3	$97K	Hold	1,342	–	–	﹤0.01%	744
2025 Q2	$88K	Hold	1,342	–	–	﹤0.01%	703
2025 Q1	$77K	Hold	1,342	–	–	﹤0.01%	702
2024 Q4	$80K	Hold	1,342	–	–	﹤0.01%	663
2024 Q3	$82K	Hold	1,342	–	–	﹤0.01%	622
2024 Q2	$79K	Hold	1,342	–	–	﹤0.01%	626
2024 Q1	$80K	Hold	1,342	–	–	﹤0.01%	585
2023 Q4	$80K	Hold	1,342	–	–	﹤0.01%	572
2023 Q3	$70K	Buy	+1,342	New	+$73.9K	﹤0.01%	545
2022 Q4	–	Sell	-192	Closed	-$9K	–	1172
2022 Q3	$9K	Hold	192	–	–	﹤0.01%	829
2022 Q2	$9K	Hold	192	–	–	﹤0.01%	814
2022 Q1	$11K	Hold	192	–	–	﹤0.01%	744
2021 Q4	$13K	Buy	+192	New	+$12.5K	﹤0.01%	782
2021 Q1	–	Sell	-319	Closed	-$18K	–	1108
2020 Q4	$18K	Hold	319	–	–	﹤0.01%	529
2020 Q3	$15K	Buy	+319	New	+$15.3K	﹤0.01%	541

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

Capital Analysts LLC's XT Position: Q1 2026 in Review

Capital Analysts LLC held its iShares Future Exponential Technologies ETF (XT) position steady in Q1 2026 at 1,342 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Capital Analysts LLC first reported a position in XT in Q3 2020 and has held it in 17 quarters since. The position peaked at $97K in Q3 2025. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

Capital Analysts LLC held 1,342 shares of iShares Future Exponential Technologies ETF worth $91K as of Q1 2026.
Capital Analysts LLC left its iShares Future Exponential Technologies ETF share count unchanged in Q1 2026.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #820 holding.
Capital Analysts LLC first reported a position in iShares Future Exponential Technologies ETF in Q3 2020 and has held it in 17 quarters since.
Capital Analysts LLC's iShares Future Exponential Technologies ETF position peaked at $97K in Q3 2025.
267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.