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CGC Financial Services’s iShares Future Exponential Technologies ETF XT Stock Holding History

CGC Financial Services’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 		$5.45K Hold
66
– – ﹤0.01% 254
2026
Q1 		$4.5K Buy
+66
New +$4.69K ﹤0.01% 258

Other funds holding XT

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CGC Financial Services's XT Position: Q2 2026 in Review

CGC Financial Services held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 66 shares worth $5.45K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

CGC Financial Services first reported a position in XT in Q1 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • CGC Financial Services held 66 shares of iShares Future Exponential Technologies ETF worth $5.45K as of Q2 2026.
  • CGC Financial Services left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of CGC Financial Services's portfolio in Q2 2026, its #254 holding.
  • CGC Financial Services first reported a position in iShares Future Exponential Technologies ETF in Q1 2026 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on CGC Financial Services's 13F filing for Q2 2026, filed 13 Jul 2026.