CoreCap Advisors
XT icon

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
Q3 		$62.6K Hold
751
– – ﹤0.01% 1290
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

Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
SM
Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
CNWM
Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

CoreCap Advisors's XT Position: Q3 2026 in Review

CoreCap Advisors held its iShares Future Exponential Technologies ETF (XT) position steady in Q3 2026 at 751 shares worth $62.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

CoreCap Advisors first reported a position in XT in Q4 2021 and has held it in 14 quarters since. 41 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • CoreCap Advisors held 751 shares of iShares Future Exponential Technologies ETF worth $62.6K as of Q3 2026.
  • CoreCap Advisors left its iShares Future Exponential Technologies ETF share count unchanged in Q3 2026.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1290 holding.
  • CoreCap Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2021 and has held it in 14 quarters since.
  • 41 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.