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DecisionPoint Financial’s iShares Future Exponential Technologies ETF XT Stock Holding History

DecisionPoint Financial’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
Q1 		– Sell
-60
Closed -$4.18K – 741
2025
Q4 		$4.18K Buy
+60
New +$4.4K ﹤0.01% 265

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

DecisionPoint Financial's XT Position: Q1 2026 in Review

DecisionPoint Financial sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2026, closing a stake of 60 shares — an estimated $4.18K sold.

DecisionPoint Financial first reported a position in XT in Q4 2025 and held it in 1 quarter. The position peaked at $4.18K in Q4 2025. 268 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • DecisionPoint Financial reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2026 after selling out during the quarter.
  • DecisionPoint Financial sold 60 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $4.18K.
  • DecisionPoint Financial first reported a position in iShares Future Exponential Technologies ETF in Q4 2025 and held it in 1 quarter.
  • DecisionPoint Financial's iShares Future Exponential Technologies ETF position peaked at $4.18K in Q4 2025.
  • 268 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.