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Daymark Wealth Partners’s iShares Future Exponential Technologies ETF XT Stock Holding History

Daymark Wealth 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 		$7.6M Buy
92,019
+487
+0.5% +$38K 0.19% 102
2026
Q1 		$6.24M Buy
91,532
+443
+0.5% +$31.5K 0.2% 100
2025
Q4 		$6.35M Sell
91,089
-64
-0.1% -$4.69K 0.2% 95
2025
Q3 		$6.56M Buy
91,153
+815
+0.9% +$55.2K 0.22% 91
2025
Q2 		$5.89M Buy
90,338
+2,053
+2% +$122K 0.22% 90
2025
Q1 		$5.08M Buy
88,285
+264
+0.3% +$16.1K 0.22% 96
2024
Q4 		$5.25M Buy
88,021
+1,831
+2% +$111K 0.22% 94
2024
Q3 		$5.25M Buy
86,190
+762
+0.9% +$44.7K 0.22% 96
2024
Q2 		$5.03M Buy
85,428
+949
+1% +$55.1K 0.23% 93
2024
Q1 		$5.04M Buy
84,479
+356
+0.4% +$20.9K 0.27% 87
2023
Q4 		$5.04M Buy
84,123
+1,327
+2% +$71.6K 0.31% 78
2023
Q3 		$4.32M Buy
82,796
+743
+0.9% +$40.9K 0.3% 76
2023
Q2 		$4.56M Buy
82,053
+409
+0.5% +$21.6K 0.34% 72
2023
Q1 		$4.3M Sell
81,644
-3,552
-4% -$183K 0.57% 40
2022
Q4 		$4.03M Buy
+85,196
New +$4.08M 0.71% 33

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

Daymark Wealth Partners's XT Position: Q2 2026 in Review

Daymark Wealth Partners increased its iShares Future Exponential Technologies ETF (XT) stake by 0.53% in Q2 2026, buying an estimated $38K and bringing the position to 92,019 shares worth $7.6M. The position accounts for 0.19% of the portfolio, ranked #102.

Daymark Wealth Partners first reported a position in XT in Q4 2022 and has held it in 15 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Daymark Wealth Partners held 92,019 shares of iShares Future Exponential Technologies ETF worth $7.6M as of Q2 2026.
  • Daymark Wealth Partners bought 487 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $38K.
  • iShares Future Exponential Technologies ETF made up 0.19% of Daymark Wealth Partners's portfolio in Q2 2026, its #102 holding.
  • Daymark Wealth Partners first reported a position in iShares Future Exponential Technologies ETF in Q4 2022 and has held it in 15 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.