Centurion Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Centurion 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	–	Sell	-2,920	Closed	-$204K	–	341
2025 Q4	$204K	Hold	2,920	–	–	0.04%	293
2025 Q3	$210K	Sell	2,920 -689	-19%	-$46.6K	0.05%	278
2025 Q2	$235K	Hold	3,609	–	–	0.07%	206
2025 Q1	$215K	Hold	3,609	–	–	0.07%	198
2024 Q4	$215K	Hold	3,609	–	–	0.07%	198
2024 Q3	$220K	Buy	+3,609	New	+$212K	0.07%	191
2024 Q1	$215K	Hold	3,609	–	–	0.08%	172
2023 Q4	$216K	Sell	3,609 -760	-17%	-$41K	0.09%	150
2023 Q3	$228K	Hold	4,369	–	–	0.11%	130
2023 Q2	$243K	Hold	4,369	–	–	0.12%	129
2023 Q1	$230K	Hold	4,369	–	–	0.12%	130
2022 Q4	$207K	Buy	+4,369	New	+$209K	0.12%	144

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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

Centurion Wealth Management's XT Position: Q1 2026 in Review

Centurion Wealth Management sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2026, closing a stake of 2,920 shares — an estimated $204K sold.

Centurion Wealth Management first reported a position in XT in Q4 2022 and held it in 12 quarters. The position peaked at $243K in Q2 2023. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

Centurion Wealth Management reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2026 after selling out during the quarter.
Centurion Wealth Management sold 2,920 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $204K.
Centurion Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2022 and held it in 12 quarters.
Centurion Wealth Management's iShares Future Exponential Technologies ETF position peaked at $243K in Q2 2023.
267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Centurion Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.