Cauble & Harre Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Cauble & Harre 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	$251K	Sell	3,042 -2,880	-49%	-$225K	0.2%	67
2026 Q1	$467K	Buy	5,922 +1,896	+47%	+$135K	0.37%	51
2025 Q4	$281K	Buy	+4,026	New	+$295K	0.24%	60

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cauble & Harre Wealth Management's XT Position: Q2 2026 in Review

Cauble & Harre Wealth Management reduced its iShares Future Exponential Technologies ETF (XT) stake by 49% in Q2 2026, selling an estimated $225K and leaving 3,042 shares worth $251K. The position accounts for 0.2% of the portfolio, ranked #67.

Cauble & Harre Wealth Management first reported a position in XT in Q4 2025 and has held it in 3 quarters since. The position peaked at $467K in Q1 2026. 288 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Cauble & Harre Wealth Management held 3,042 shares of iShares Future Exponential Technologies ETF worth $251K as of Q2 2026.
Cauble & Harre Wealth Management sold 2,880 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $225K.
iShares Future Exponential Technologies ETF made up 0.2% of Cauble & Harre Wealth Management's portfolio in Q2 2026, its #67 holding.
Cauble & Harre Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2025 and has held it in 3 quarters since.
Cauble & Harre Wealth Management's iShares Future Exponential Technologies ETF position peaked at $467K in Q1 2026.
288 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Cauble & Harre Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.