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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

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

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. 287 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.
  • 287 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.