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Dakota Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Dakota Wealth Management’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
2025
Q4 		– Sell
-3,570
Closed -$257K – 818
2025
Q3 		$257K Hold
3,570
– – 0.01% 581
2025
Q2 		$233K Hold
3,570
– – ﹤0.01% 685
2025
Q1 		$205K Hold
3,570
– – ﹤0.01% 709
2024
Q4 		$213K Buy
+3,570
New +$217K ﹤0.01% 698
2023
Q3 		– Sell
-3,629
Closed -$202K – 703
2023
Q2 		$202K Buy
+3,629
New +$191K 0.01% 586

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Ameriprise
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Bank of America
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WAP
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UBS Group
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NEPWA
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