CGC Financial Services
XT icon

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
Q3 		$5.5K Hold
66
– – ﹤0.01% 255
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

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Barrett & Company
Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return
Atlas Private Wealth Advisors
Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Wealthcare Capital Partners
Wealthcare Capital Partners West Chester, Pennsylvania $247M AUM 11.94% 1-Year Est. Return
Valley National Advisers
Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

CGC Financial Services's XT Position: Q3 2026 in Review

CGC Financial Services held its iShares Future Exponential Technologies ETF (XT) position steady in Q3 2026 at 66 shares worth $5.5K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

CGC Financial Services first reported a position in XT in Q1 2026 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • CGC Financial Services held 66 shares of iShares Future Exponential Technologies ETF worth $5.5K as of Q3 2026.
  • CGC Financial Services left its iShares Future Exponential Technologies ETF share count unchanged in Q3 2026.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of CGC Financial Services's portfolio in Q3 2026, its #255 holding.
  • CGC Financial Services first reported a position in iShares Future Exponential Technologies ETF in Q1 2026 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.