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Compass Planning Associates’s iShares Future Exponential Technologies ETF XT Stock Holding History

Compass Planning Associates’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
2025
Q1 		– Sell
-826
Closed -$49.3K – 137
2024
Q4 		$49.3K Buy
+826
New +$50.2K 0.05% 59

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Compass Planning Associates's XT Position: Q1 2025 in Review

Compass Planning Associates sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2025, closing a stake of 826 shares — an estimated $49.3K sold.

Compass Planning Associates first reported a position in XT in Q4 2024 and held it in 1 quarter. The position peaked at $49.3K in Q4 2024. 245 funds tracked by Wall St. Rank hold XT as of Q1 2025.

  • Compass Planning Associates reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2025 after selling out during the quarter.
  • Compass Planning Associates sold 826 iShares Future Exponential Technologies ETF shares in Q1 2025, an estimated $49.3K.
  • Compass Planning Associates first reported a position in iShares Future Exponential Technologies ETF in Q4 2024 and held it in 1 quarter.
  • Compass Planning Associates's iShares Future Exponential Technologies ETF position peaked at $49.3K in Q4 2024.
  • 245 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2025.

Based on Compass Planning Associates's 13F filing for Q1 2025, filed 14 Apr 2025.