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Concurrent Investment Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Concurrent Investment 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
Q2 		$863K Buy
10,450
+43
+0.4% +$3.36K 0.01% 1085
2026
Q1 		$709K Hold
10,407
– – 0.01% 1040
2025
Q4 		$726K Buy
+10,407
New +$762K 0.01% 972

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Concurrent Investment Advisors's XT Position: Q2 2026 in Review

Concurrent Investment Advisors increased its iShares Future Exponential Technologies ETF (XT) stake by 0.41% in Q2 2026, buying an estimated $3.36K and bringing the position to 10,450 shares worth $863K. The position accounts for 0.01% of the portfolio, ranked #1085.

Concurrent Investment Advisors first reported a position in XT in Q4 2025 and has held it in 3 quarters since. 288 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Concurrent Investment Advisors held 10,450 shares of iShares Future Exponential Technologies ETF worth $863K as of Q2 2026.
  • Concurrent Investment Advisors bought 43 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $3.36K.
  • iShares Future Exponential Technologies ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1085 holding.
  • Concurrent Investment Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2025 and has held it in 3 quarters since.
  • 288 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.