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Cetera Investment Advisers’s
iShares Future Exponential Technologies ETF
XT
Stock Holding History
Cetera Investment Advisers’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
$4.91M
Buy
72,000
+6,289
+10%
+$447K
0.01%
1515
2025
Q4
$4.58M
Buy
65,711
+16,457
+33%
+$1.21M
0.01%
1514
2025
Q3
$3.54M
Buy
49,254
+34,563
+235%
+$2.34M
﹤0.01%
1689
2025
Q2
$959K
Buy
14,691
+671
+5%
+$40K
﹤0.01%
2409
2025
Q1
$807K
Sell
14,020
-528
-4%
-$32.3K
﹤0.01%
2441
2024
Q4
$868K
Sell
14,548
-556
-4%
-$33.8K
﹤0.01%
2262
2024
Q3
$920K
Sell
15,104
-166
-1%
-$9.75K
﹤0.01%
2177
2024
Q2
$898K
Sell
15,270
-2,532
-14%
-$147K
﹤0.01%
2154
2024
Q1
$1.06M
Buy
+17,802
New
+$1.05M
﹤0.01%
2026
2022
Q2
–
Sell
-4,012
Closed
-$237K
–
1967
2022
Q1
$237K
Buy
4,012
+771
+24%
+$45.3K
﹤0.01%
1609
2021
Q4
$214K
Sell
3,241
-17
-0.5%
-$1.11K
﹤0.01%
1696
2021
Q3
$204K
Buy
+3,258
New
+$210K
﹤0.01%
1662
2021
Q1
–
Sell
-3,540
Closed
-$203K
–
1720
2020
Q4
$203K
Buy
+3,540
New
+$187K
﹤0.01%
1443
Other funds holding XT
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B 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
$564B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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