Cassaday & Co Wealth Management
XT icon

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
Q3 		$51.5K Sell
618
-158
-20% -$12.9K ﹤0.01% 620
2026
Q2 		$64.1K Buy
776
+27
+4% +$2.11K ﹤0.01% 579
2026
Q1 		$51K Buy
+749
New +$53.2K ﹤0.01% 604

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Wealthcare Advisory Partners
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Private Advisory Group
Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Cassaday & Co Wealth Management's XT Position: Q3 2026 in Review

Cassaday & Co Wealth Management reduced its iShares Future Exponential Technologies ETF (XT) stake by 20% in Q3 2026, selling an estimated $12.9K and leaving 618 shares worth $51.5K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Cassaday & Co Wealth Management first reported a position in XT in Q1 2026 and has held it in 3 quarters since. The position peaked at $64.1K in Q2 2026. 192 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • Cassaday & Co Wealth Management held 618 shares of iShares Future Exponential Technologies ETF worth $51.5K as of Q3 2026.
  • Cassaday & Co Wealth Management sold 158 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $12.9K.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #620 holding.
  • Cassaday & Co Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q1 2026 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's iShares Future Exponential Technologies ETF position peaked at $64.1K in Q2 2026.
  • 192 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.