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Capstone Triton Financial Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

Capstone Triton Financial Group’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 		$219K Buy
+3,176
New +$226K 0.38% 58
2021
Q1 		– Sell
-1,588
Closed -$91K – 330
2020
Q4 		$91K Buy
+1,588
New +$83.8K 0.06% 152

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
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

Capstone Triton Financial Group's XT Position: Q1 2026 in Review

Capstone Triton Financial Group opened a new position in iShares Future Exponential Technologies ETF (XT) in Q1 2026: 3,176 shares worth $219K. The stake represents 0.38% of the portfolio and ranks #58 among its holdings. This is a return to the name: Capstone Triton Financial Group previously reported a position in XT as recently as Q4 2020.

Capstone Triton Financial Group first reported a position in XT in Q4 2020 and has held it in 2 quarters since. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • Capstone Triton Financial Group held 3,176 shares of iShares Future Exponential Technologies ETF worth $219K as of Q1 2026.
  • iShares Future Exponential Technologies ETF was a new Capstone Triton Financial Group position in Q1 2026.
  • iShares Future Exponential Technologies ETF made up 0.38% of Capstone Triton Financial Group's portfolio in Q1 2026, its #58 holding.
  • Capstone Triton Financial Group first reported a position in iShares Future Exponential Technologies ETF in Q4 2020 and has held it in 2 quarters since.
  • 267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.