Clear Creek Financial Management’s First Trust Expanded Technology ETF XPND Stock Holding History

Clear Creek Financial Management’s Portfolio XPND Stock Details XPND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$824K	Buy	19,685 +4,460	+29%	+$171K	0.05%	304
2026 Q1	$500K	Buy	15,225 +1,100	+8%	+$38.1K	0.04%	390
2025 Q4	$510K	Hold	14,125	–	–	0.04%	382
2025 Q3	$513K	Buy	14,125 +400	+3%	+$13.8K	0.04%	363
2025 Q2	$462K	Buy	+13,725	New	+$413K	0.04%	358

Other funds holding XPND

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Clear Creek Financial Management's XPND Position: Q2 2026 in Review

Clear Creek Financial Management increased its First Trust Expanded Technology ETF (XPND) stake by 29% in Q2 2026, buying an estimated $171K and bringing the position to 19,685 shares worth $824K. The position accounts for 0.05% of the portfolio, ranked #304.

Clear Creek Financial Management first reported a position in XPND in Q2 2025 and has held it in 5 quarters since. 6 funds tracked by Wall St. Rank hold XPND as of Q2 2026.

Clear Creek Financial Management held 19,685 shares of First Trust Expanded Technology ETF worth $824K as of Q2 2026.
Clear Creek Financial Management bought 4,460 First Trust Expanded Technology ETF shares in Q2 2026, an estimated $171K.
First Trust Expanded Technology ETF made up 0.05% of Clear Creek Financial Management's portfolio in Q2 2026, its #304 holding.
Clear Creek Financial Management first reported a position in First Trust Expanded Technology ETF in Q2 2025 and has held it in 5 quarters since.
6 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.