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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
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

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

CX Institutional's XT Position: Q2 2026 in Review

CX Institutional reduced its iShares Future Exponential Technologies ETF (XT) stake by 12% in Q2 2026, selling an estimated $81.7K and leaving 7,699 shares worth $636K. The position accounts for 0.02% of the portfolio, ranked #408.

CX Institutional first reported a position in XT in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.2M in Q3 2022. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • CX Institutional held 7,699 shares of iShares Future Exponential Technologies ETF worth $636K as of Q2 2026.
  • CX Institutional sold 1,046 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $81.7K.
  • iShares Future Exponential Technologies ETF made up 0.02% of CX Institutional's portfolio in Q2 2026, its #408 holding.
  • CX Institutional first reported a position in iShares Future Exponential Technologies ETF in Q2 2022 and has held it in 17 quarters since.
  • CX Institutional's iShares Future Exponential Technologies ETF position peaked at $4.2M in Q3 2022.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.