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DWP
Destiny Wealth Partners’s
iShares Future Exponential Technologies ETF
XT
Stock Holding History
Destiny 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
Q1
$2.06M
Hold
30,209
–
–
0.23%
70
2025
Q4
$2.2M
Sell
30,209
-191
-0.6%
-$14K
0.25%
67
2025
Q3
$2.19M
Sell
30,400
-415
-1%
-$28.1K
0.27%
65
2025
Q2
$2.01M
Sell
30,815
-52,689
-63%
-$3.14M
0.27%
65
2025
Q1
$4.81M
Buy
83,504
+2,880
+4%
+$176K
0.76%
45
2024
Q4
$4.81M
Buy
80,624
+708
+0.9%
+$43K
0.79%
45
2024
Q3
$4.87M
Sell
79,916
-2,647
-3%
-$155K
0.85%
40
2024
Q2
$4.86M
Sell
82,563
-658
-0.8%
-$38.2K
0.87%
40
2024
Q1
$4.96M
Buy
83,221
+525
+0.6%
+$30.8K
0.89%
45
2023
Q4
$4.74M
Buy
82,696
+2,038
+3%
+$110K
0.89%
41
2023
Q3
$4.21M
Buy
80,658
+417
+0.5%
+$22.9K
0.85%
42
2023
Q2
$4.58M
Buy
80,241
+1,811
+2%
+$95.5K
0.88%
39
2023
Q1
$4.13M
Buy
78,430
+2,211
+3%
+$114K
0.86%
39
2022
Q4
$3.61M
Buy
76,219
+683
+0.9%
+$32.7K
0.78%
41
2022
Q3
$3.37M
Buy
75,536
+1,794
+2%
+$89.5K
0.76%
45
2022
Q2
$3.53M
Buy
73,742
+3,358
+5%
+$174K
0.78%
44
2022
Q1
$4.16M
Buy
70,384
+264
+0.4%
+$15.5K
0.81%
42
2021
Q4
$4.63M
Buy
70,120
+7,788
+12%
+$507K
0.89%
44
2021
Q3
$3.91M
Sell
62,332
-6,797
-10%
-$438K
0.79%
48
2021
Q2
$4.37M
Buy
69,129
+4,160
+6%
+$256K
0.84%
49
2021
Q1
$3.85M
Buy
64,969
+4,013
+7%
+$239K
0.8%
46
2020
Q4
$3.49M
Buy
+60,956
New
+$3.22M
0.73%
43
Other funds holding XT
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Baird Financial Group
Milwaukee, Wisconsin
$64B AUM
22.64%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
WAP
Wealthcare Advisory Partners
West Chester, Pennsylvania
$5.27B AUM
22.23%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
NEPWA
New England Private Wealth Advisors
Wellesley, Massachusetts
$866M AUM
15.25%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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