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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
Q1 		$51K Buy
+749
New +$53.2K ﹤0.01% 604

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

Cassaday & Co Wealth Management's XT Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in iShares Future Exponential Technologies ETF (XT) in Q1 2026: 749 shares worth $51K. The stake represents ﹤0.01% of the portfolio and ranks #604 among its holdings.

267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • Cassaday & Co Wealth Management held 749 shares of iShares Future Exponential Technologies ETF worth $51K as of Q1 2026.
  • iShares Future Exponential Technologies ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #604 holding.
  • 267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.