Curran Financial Partners’s iShares Future Exponential Technologies ETF XT Stock Holding History

Curran Financial Partners’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	$913K	Buy	11,049 +1,289	+13%	+$101K	0.14%	71
2026 Q1	$665K	Hold	9,760	–	–	0.12%	78
2025 Q4	$681K	Hold	9,760	–	–	0.13%	82
2025 Q3	$702K	Hold	9,760	–	–	0.14%	85
2025 Q2	$637K	Buy	+9,760	New	+$582K	0.14%	75

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

Curran Financial Partners's XT Position: Q2 2026 in Review

Curran Financial Partners increased its iShares Future Exponential Technologies ETF (XT) stake by 13% in Q2 2026, buying an estimated $101K and bringing the position to 11,049 shares worth $913K. The position accounts for 0.14% of the portfolio, ranked #71.

Curran Financial Partners first reported a position in XT in Q2 2025 and has held it in 5 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Curran Financial Partners held 11,049 shares of iShares Future Exponential Technologies ETF worth $913K as of Q2 2026.
Curran Financial Partners bought 1,289 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $101K.
iShares Future Exponential Technologies ETF made up 0.14% of Curran Financial Partners's portfolio in Q2 2026, its #71 holding.
Curran Financial Partners first reported a position in iShares Future Exponential Technologies ETF in Q2 2025 and has held it in 5 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.