CI
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CX Institutional’s iShares Future Exponential Technologies ETF XT Stock Holding History

CX Institutional’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 		$640K Sell
7,674
-25
-0.3% -$2.05K 0.02% 419
2026
Q2 		$636K Sell
7,699
-1,046
-12% -$81.7K 0.02% 408
2026
Q1 		$596K Sell
8,745
-407
-4% -$28.9K 0.02% 425
2025
Q4 		$638K Buy
9,152
+635
+7% +$46.5K 0.02% 360
2025
Q3 		$613K Sell
8,517
-1,377
-14% -$93.2K 0.02% 381
2025
Q2 		$646K Buy
9,894
+2,592
+35% +$155K 0.02% 325
2025
Q1 		$420K Sell
7,302
-2,103
-22% -$129K 0.02% 405
2024
Q4 		$561K Buy
9,405
+1,326
+16% +$80.6K 0.02% 329
2024
Q3 		$492K Sell
8,079
-815
-9% -$47.8K 0.02% 372
2024
Q2 		$523K Sell
8,894
-3,266
-27% -$190K 0.02% 367
2024
Q1 		$725K Sell
12,160
-330
-3% -$19.4K 0.03% 320
2023
Q4 		$748K Sell
12,490
-26,273
-68% -$1.42M 0.04% 290
2023
Q3 		$2.02M Sell
38,763
-5,475
-12% -$301K 0.11% 193
2023
Q2 		$2.46M Buy
44,238
+2,250
+5% +$119K 0.13% 198
2023
Q1 		$2.2M Sell
41,988
-35,744
-46% -$1.84M 0.12% 209
2022
Q4 		$3.68M Sell
77,732
-16,575
-18% -$794K 0.22% 128
2022
Q3 		$4.2M Buy
94,307
+45,869
+95% +$2.29M 0.29% 92
2022
Q2 		$2.32M Buy
+48,438
New +$2.51M 0.18% 146

Other funds holding XT

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SWA
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
FOR
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

CX Institutional's XT Position: Q3 2026 in Review

CX Institutional reduced its iShares Future Exponential Technologies ETF (XT) stake by 0.32% in Q3 2026, selling an estimated $2.05K and leaving 7,674 shares worth $640K. The position accounts for 0.02% of the portfolio, ranked #419.

CX Institutional first reported a position in XT in Q2 2022 and has held it in 18 quarters since. The position peaked at $4.2M in Q3 2022. 22 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • CX Institutional held 7,674 shares of iShares Future Exponential Technologies ETF worth $640K as of Q3 2026.
  • CX Institutional sold 25 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $2.05K.
  • iShares Future Exponential Technologies ETF made up 0.02% of CX Institutional's portfolio in Q3 2026, its #419 holding.
  • CX Institutional first reported a position in iShares Future Exponential Technologies ETF in Q2 2022 and has held it in 18 quarters since.
  • CX Institutional's iShares Future Exponential Technologies ETF position peaked at $4.2M in Q3 2022.
  • 22 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.