CI
XT icon

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

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CKAIS
Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return