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Cassaday & Co Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Cassaday & Co Wealth 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
Q2 		$64.1K Buy
776
+27
+4% +$2.11K ﹤0.01% 579
2026
Q1 		$51K Buy
+749
New +$53.2K ﹤0.01% 604

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

Cassaday & Co Wealth Management's XT Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its iShares Future Exponential Technologies ETF (XT) stake by 3.6% in Q2 2026, buying an estimated $2.11K and bringing the position to 776 shares worth $64.1K. The position accounts for ﹤0.01% of the portfolio, ranked #579.

Cassaday & Co Wealth Management first reported a position in XT in Q1 2026 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Cassaday & Co Wealth Management held 776 shares of iShares Future Exponential Technologies ETF worth $64.1K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 27 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $2.11K.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #579 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q1 2026 and has held it in 2 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.