Courier Capital’s iShares Future Exponential Technologies ETF XT Stock Holding History

Courier Capital’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	$1.22M	Buy	14,783 +290	+2%	+$22.6K	0.06%	208
2026 Q1	$988K	Buy	14,493 +244	+2%	+$17.3K	0.06%	217
2025 Q4	$994K	Buy	14,249 +1,213	+9%	+$88.9K	0.06%	215
2025 Q3	$938K	Buy	13,036 +215	+2%	+$14.6K	0.05%	222
2025 Q2	$837K	Sell	12,821 -184	-1%	-$11K	0.05%	223
2025 Q1	$749K	Sell	13,005 -116	-0.9%	-$7.09K	0.05%	228
2024 Q4	$783K	Buy	13,121 +73	+0.6%	+$4.44K	0.05%	210
2024 Q3	$794K	Sell	13,048 -42	-0.3%	-$2.47K	0.05%	207
2024 Q2	$770K	Sell	13,090 -48	-0.4%	-$2.79K	0.06%	187
2024 Q1	$783K	Buy	13,138 +102	+0.8%	+$5.99K	0.06%	203
2023 Q4	$780K	Sell	13,036 -82	-0.6%	-$4.42K	0.06%	197
2023 Q3	$685K	Buy	13,118 +32	+0.2%	+$1.76K	0.06%	208
2023 Q2	$728K	Buy	13,086 +172	+1%	+$9.07K	0.06%	208
2023 Q1	$681K	Sell	12,914 -146	-1%	-$7.5K	0.08%	147
2022 Q4	$618K	Sell	13,060 -175	-1%	-$8.38K	0.07%	152
2022 Q3	$590K	Sell	13,235 -278	-2%	-$13.9K	0.07%	149
2022 Q2	$648K	Sell	13,513 -1,660	-11%	-$86.2K	0.08%	151
2022 Q1	$896K	Buy	15,173 +551	+4%	+$32.4K	0.09%	137
2021 Q4	$966K	Buy	14,622 +869	+6%	+$56.6K	0.09%	136
2021 Q3	$863K	Buy	13,753 +428	+3%	+$27.6K	0.08%	140
2021 Q2	$843K	Buy	13,325 +5,802	+77%	+$357K	0.08%	146
2021 Q1	$446K	Buy	7,523 +1,508	+25%	+$89.7K	0.05%	195
2020 Q4	$344K	Buy	6,015 +1,455	+32%	+$76.7K	0.04%	214
2020 Q3	$237K	Buy	+4,560	New	+$218K	0.03%	250

Other funds holding XT

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

WCP

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Courier Capital's XT Position: Q2 2026 in Review

Courier Capital increased its iShares Future Exponential Technologies ETF (XT) stake by 2% in Q2 2026, buying an estimated $22.6K and bringing the position to 14,783 shares worth $1.22M. The position accounts for 0.06% of the portfolio, ranked #208.

Courier Capital first reported a position in XT in Q3 2020 and has held it in 24 quarters since. 46 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Courier Capital held 14,783 shares of iShares Future Exponential Technologies ETF worth $1.22M as of Q2 2026.
Courier Capital bought 290 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $22.6K.
iShares Future Exponential Technologies ETF made up 0.06% of Courier Capital's portfolio in Q2 2026, its #208 holding.
Courier Capital first reported a position in iShares Future Exponential Technologies ETF in Q3 2020 and has held it in 24 quarters since.
46 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.