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

CoreCap 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	$62.1K	Hold	751	–	–	﹤0.01%	1309
2026 Q1	$51.2K	Hold	751	–	–	﹤0.01%	1303
2025 Q4	$52.4K	Hold	751	–	–	﹤0.01%	1318
2025 Q3	$54K	Buy	751 +293	+64%	+$19.8K	﹤0.01%	1302
2025 Q2	$29.9K	Sell	458 -203	-31%	-$12.1K	﹤0.01%	1461
2025 Q1	$38K	Sell	661 -348	-34%	-$21.3K	﹤0.01%	1286
2024 Q4	$60.2K	Buy	1,009 +297	+42%	+$18.1K	﹤0.01%	1110
2024 Q3	$43.3K	Buy	712 +514	+260%	+$30.2K	﹤0.01%	1253
2024 Q2	$11.6K	Sell	198 -15	-7%	-$871	﹤0.01%	1032
2024 Q1	$12.7K	Buy	+213	New	+$12.5K	﹤0.01%	1659
2022 Q4	$1.33K	Buy	+28	New	+$1.34K	﹤0.01%	2012
2022 Q3	–	Sell	-28	Closed	-$1K	–	2144
2022 Q2	$1K	Buy	+28	New	+$1.45K	﹤0.01%	2085
2022 Q1	–	Sell	-132	Closed	-$9K	–	2143
2021 Q4	$9K	Buy	+132	New	+$8.6K	﹤0.01%	1602

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

CoreCap Advisors's XT Position: Q2 2026 in Review

CoreCap Advisors held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 751 shares worth $62.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1309.

CoreCap Advisors first reported a position in XT in Q4 2021 and has held it in 13 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

CoreCap Advisors held 751 shares of iShares Future Exponential Technologies ETF worth $62.1K as of Q2 2026.
CoreCap Advisors left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
iShares Future Exponential Technologies ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1309 holding.
CoreCap Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2021 and has held it in 13 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.