Comprehensive Money Management Services’s iShares Future Exponential Technologies ETF XT Stock Holding History

Comprehensive Money Management 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 Q2	$622K	Sell	7,528 -90	-1%	-$7.03K	0.39%	88
2026 Q1	$519K	Hold	7,618	–	–	0.34%	99
2025 Q4	$531K	Sell	7,618 -110	-1%	-$8.06K	0.37%	95
2025 Q3	$556K	Sell	7,728 -115	-1%	-$7.79K	0.39%	89
2025 Q2	$512K	Sell	7,843 -100	-1%	-$5.96K	0.39%	87
2025 Q1	$457K	Sell	7,943 -700	-8%	-$42.8K	0.37%	96
2024 Q4	$516K	Buy	+8,643	New	+$525K	0.43%	87

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

Comprehensive Money Management Services's XT Position: Q2 2026 in Review

Comprehensive Money Management Services reduced its iShares Future Exponential Technologies ETF (XT) stake by 1.2% in Q2 2026, selling an estimated $7.03K and leaving 7,528 shares worth $622K. The position accounts for 0.39% of the portfolio, ranked #88.

Comprehensive Money Management Services first reported a position in XT in Q4 2024 and has held it in 7 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Comprehensive Money Management Services held 7,528 shares of iShares Future Exponential Technologies ETF worth $622K as of Q2 2026.
Comprehensive Money Management Services sold 90 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $7.03K.
iShares Future Exponential Technologies ETF made up 0.39% of Comprehensive Money Management Services's portfolio in Q2 2026, its #88 holding.
Comprehensive Money Management Services first reported a position in iShares Future Exponential Technologies ETF in Q4 2024 and has held it in 7 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.