Courier Capital
XT icon

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
Q3 		$1.32M Buy
15,769
+986
+7% +$80.7K 0.07% 205
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Private Advisory Group
Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Barrett & Company
Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return
Daymark Wealth Partners
Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

Courier Capital's XT Position: Q3 2026 in Review

Courier Capital increased its iShares Future Exponential Technologies ETF (XT) stake by 6.7% in Q3 2026, buying an estimated $80.7K and bringing the position to 15,769 shares worth $1.32M. The position accounts for 0.07% of the portfolio, ranked #205.

Courier Capital first reported a position in XT in Q3 2020 and has held it in 25 quarters since. 157 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • Courier Capital held 15,769 shares of iShares Future Exponential Technologies ETF worth $1.32M as of Q3 2026.
  • Courier Capital bought 986 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $80.7K.
  • iShares Future Exponential Technologies ETF made up 0.07% of Courier Capital's portfolio in Q3 2026, its #205 holding.
  • Courier Capital first reported a position in iShares Future Exponential Technologies ETF in Q3 2020 and has held it in 25 quarters since.
  • 157 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Courier Capital's 13F filing for Q3 2026, filed 13 Oct 2026.