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Clearwater Capital Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Clearwater Capital Advisors’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 		$8.61M Buy
126,310
+2,724
+2% +$193K 0.69% 31
2025
Q4 		$8.62M Sell
123,586
-2,852
-2% -$209K 0.72% 33
2025
Q3 		$9.1M Buy
126,438
+14,714
+13% +$996K 0.78% 30
2025
Q2 		$7.29M Buy
111,724
+3,839
+4% +$229K 0.67% 34
2025
Q1 		$6.21M Buy
107,885
+2,069
+2% +$126K 0.6% 34
2024
Q4 		$6.31M Buy
105,816
+2,134
+2% +$130K 0.62% 34
2024
Q3 		$6.31M Buy
103,682
+4,162
+4% +$244K 0.61% 34
2024
Q2 		$5.85M Buy
99,520
+36,734
+59% +$2.13M 0.62% 31
2024
Q1 		$3.74M Buy
62,786
+6,335
+11% +$372K 0.4% 40
2023
Q4 		$3.38M Sell
56,451
-36
-0.1% -$1.94K 0.38% 41
2023
Q3 		$2.95M Sell
56,487
-1,604
-3% -$88.3K 0.36% 42
2023
Q2 		$3.23M Sell
58,091
-2,334
-4% -$123K 0.38% 44
2023
Q1 		$3.18M Buy
60,425
+244
+0.4% +$12.5K 0.39% 45
2022
Q4 		$2.85M Buy
60,181
+2,726
+5% +$131K 0.37% 46
2022
Q3 		$2.56M Buy
57,455
+8,078
+16% +$403K 0.35% 51
2022
Q2 		$2.37M Buy
49,377
+8,513
+21% +$442K 0.32% 49
2022
Q1 		$2.41M Buy
40,864
+3,912
+11% +$230K 0.28% 52
2021
Q4 		$2.44M Buy
36,952
+2,968
+9% +$193K 0.27% 54
2021
Q3 		$2.13M Buy
33,984
+2,323
+7% +$150K 0.25% 55
2021
Q2 		$2M Buy
31,661
+2,114
+7% +$130K 0.23% 57
2021
Q1 		$1.75M Buy
29,547
+22,409
+314% +$1.33M 0.22% 58
2020
Q4 		$409K Buy
+7,138
New +$377K 0.05% 110

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
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

Clearwater Capital Advisors's XT Position: Q1 2026 in Review

Clearwater Capital Advisors increased its iShares Future Exponential Technologies ETF (XT) stake by 2.2% in Q1 2026, buying an estimated $193K and bringing the position to 126,310 shares worth $8.61M. The position accounts for 0.69% of the portfolio, ranked #31.

Clearwater Capital Advisors first reported a position in XT in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.1M in Q3 2025. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • Clearwater Capital Advisors held 126,310 shares of iShares Future Exponential Technologies ETF worth $8.61M as of Q1 2026.
  • Clearwater Capital Advisors bought 2,724 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $193K.
  • iShares Future Exponential Technologies ETF made up 0.69% of Clearwater Capital Advisors's portfolio in Q1 2026, its #31 holding.
  • Clearwater Capital Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2020 and has held it in 22 quarters since.
  • Clearwater Capital Advisors's iShares Future Exponential Technologies ETF position peaked at $9.1M in Q3 2025.
  • 267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.