Capital Investment Advisory Services’s iShares Future Exponential Technologies ETF XT Stock Holding History

Capital Investment Advisory Services’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	$18.7K	Hold	275	–	–	﹤0.01%	1001
2025 Q4	$19.2K	Buy	275 +8	+3%	+$586	﹤0.01%	962
2025 Q3	$19.2K	Hold	267	–	–	﹤0.01%	908
2025 Q2	$17.4K	Sell	267 -200	-43%	-$11.9K	﹤0.01%	889
2025 Q1	$26.9K	Hold	467	–	–	﹤0.01%	781
2024 Q4	$27.9K	Sell	467 -250	-35%	-$15.2K	﹤0.01%	723
2024 Q3	$43.7K	Buy	717 +200	+39%	+$11.7K	﹤0.01%	706
2024 Q2	$30.4K	Sell	517 -167	-24%	-$9.7K	﹤0.01%	723
2024 Q1	$40.8K	Hold	684	–	–	﹤0.01%	682
2023 Q4	$41K	Sell	684 -196	-22%	-$10.6K	﹤0.01%	693
2023 Q3	$45.9K	Hold	880	–	–	﹤0.01%	637
2023 Q2	$48.9K	Sell	880 -1,975	-69%	-$104K	﹤0.01%	603
2023 Q1	$150K	Sell	2,855 -488	-15%	-$25.1K	0.02%	492
2022 Q4	$158K	Buy	3,343 +2,297	+220%	+$110K	0.02%	493
2022 Q3	$47K	Hold	1,046	–	–	0.01%	577
2022 Q2	$50K	Buy	1,046 +200	+24%	+$10.4K	0.01%	594
2022 Q1	$50K	Hold	846	–	–	0.01%	624
2021 Q4	$56K	Hold	846	–	–	0.01%	593
2021 Q3	$53K	Hold	846	–	–	0.01%	564
2021 Q2	$54K	Hold	846	–	–	0.01%	577
2021 Q1	$50K	Hold	846	–	–	0.01%	540
2020 Q4	$48K	Sell	846 -452	-35%	-$23.8K	0.01%	526
2020 Q3	$63K	Hold	1,298	–	–	0.01%	433
2020 Q2	$58K	Hold	1,298	–	–	0.01%	401
2020 Q1	$46K	Hold	1,298	–	–	0.01%	391
2019 Q4	$56K	Hold	1,298	–	–	0.02%	382
2019 Q3	$50K	Hold	1,298	–	–	0.01%	576
2019 Q2	$51K	Sell	1,298 -731	-36%	-$27.8K	0.02%	553
2019 Q1	$77K	Hold	2,029	–	–	0.03%	401
2018 Q4	$67K	Buy	+2,029	New	+$72K	0.03%	397

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 Investment Advisory Services's XT Position: Q1 2026 in Review

Capital Investment Advisory Services held its iShares Future Exponential Technologies ETF (XT) position steady in Q1 2026 at 275 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

Capital Investment Advisory Services first reported a position in XT in Q4 2018 and has held it in 30 quarters since. The position peaked at $158K in Q4 2022. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

Capital Investment Advisory Services held 275 shares of iShares Future Exponential Technologies ETF worth $18.7K as of Q1 2026.
Capital Investment Advisory Services left its iShares Future Exponential Technologies ETF share count unchanged in Q1 2026.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q1 2026, its #1001 holding.
Capital Investment Advisory Services first reported a position in iShares Future Exponential Technologies ETF in Q4 2018 and has held it in 30 quarters since.
Capital Investment Advisory Services's iShares Future Exponential Technologies ETF position peaked at $158K in Q4 2022.
267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Capital Investment Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.