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

Clay Northam 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	$819K	Buy	9,914 +1	+0%	+$78	0.4%	45
2026 Q1	$676K	Hold	9,913	–	–	0.38%	44
2025 Q4	$691K	Sell	9,913 -73	-0.7%	-$5.35K	0.38%	43
2025 Q3	$718K	Hold	9,986	–	–	0.41%	42
2025 Q2	$652K	Sell	9,986 -200	-2%	-$11.9K	0.42%	40
2025 Q1	$586K	Buy	10,186 +15	+0.1%	+$917	0.41%	42
2024 Q4	$607K	Sell	10,171 -70	-0.7%	-$4.26K	0.39%	39
2024 Q3	$623K	Hold	10,241	–	–	0.43%	35
2024 Q2	$602K	Sell	10,241 -299	-3%	-$17.4K	0.46%	36
2024 Q1	$628K	Hold	10,540	–	–	0.51%	31
2023 Q4	$631K	Hold	10,540	–	–	0.56%	27
2023 Q3	$550K	Hold	10,540	–	–	0.55%	30
2023 Q2	$586K	Hold	10,540	–	–	0.56%	27
2023 Q1	$555K	Hold	10,540	–	–	0.57%	29
2022 Q4	$499K	Hold	10,540	–	–	0.57%	31
2022 Q3	$470K	Hold	10,540	–	–	0.59%	34
2022 Q2	$505K	Sell	10,540 -744	-7%	-$38.6K	0.63%	33
2022 Q1	$666K	Sell	11,284 -5,968	-35%	-$351K	0.67%	31
2021 Q4	$1.14M	Buy	+17,252	New	+$1.12M	1.07%	23

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

Clay Northam Wealth Management's XT Position: Q2 2026 in Review

Clay Northam Wealth Management increased its iShares Future Exponential Technologies ETF (XT) stake by 0.01% in Q2 2026, buying an estimated $78 and bringing the position to 9,914 shares worth $819K. The position accounts for 0.4% of the portfolio, ranked #45.

Clay Northam Wealth Management first reported a position in XT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.14M in Q4 2021. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Clay Northam Wealth Management held 9,914 shares of iShares Future Exponential Technologies ETF worth $819K as of Q2 2026.
Clay Northam Wealth Management bought 1 iShares Future Exponential Technologies ETF share in Q2 2026, an estimated $78.
iShares Future Exponential Technologies ETF made up 0.4% of Clay Northam Wealth Management's portfolio in Q2 2026, its #45 holding.
Clay Northam Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2021 and has held it in 19 quarters since.
Clay Northam Wealth Management's iShares Future Exponential Technologies ETF position peaked at $1.14M in Q4 2021.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Clay Northam Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.