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Dynamic Advisor Solutions’s iShares Future Exponential Technologies ETF XT Stock Holding History

Dynamic Advisor Solutions’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 		$2.9M Sell
35,099
-4,338
-11% -$339K 0.08% 250
2026
Q1 		$2.69M Sell
39,437
-1,913
-5% -$136K 0.08% 249
2025
Q4 		$2.88M Sell
41,350
-133,496
-76% -$9.78M 0.09% 229
2025
Q3 		$12.6M Buy
174,846
+1,724
+1% +$117K 0.37% 64
2025
Q2 		$11.3M Buy
173,122
+969
+0.6% +$57.8K 0.35% 67
2025
Q1 		$9.91M Buy
172,153
+9,996
+6% +$611K 0.33% 75
2024
Q4 		$9.67M Buy
162,157
+966
+0.6% +$58.7K 0.42% 56
2024
Q3 		$9.81M Sell
161,191
-5,144
-3% -$302K 0.29% 79
2024
Q2 		$9.79M Sell
166,335
-7,348
-4% -$427K 0.31% 76
2024
Q1 		$10.4M Buy
173,683
+11,386
+7% +$668K 0.35% 72
2023
Q4 		$9.28M Buy
162,297
+9,789
+6% +$528K 0.35% 71
2023
Q3 		$7.96M Buy
152,508
+28,146
+23% +$1.55M 0.38% 62
2023
Q2 		$6.91M Buy
124,362
+5,821
+5% +$307K 0.36% 65
2023
Q1 		$6.25M Buy
118,541
+87,296
+279% +$4.49M 0.37% 71
2022
Q4 		$1.48M Buy
+31,245
New +$1.5M 0.1% 218
2021
Q4 		– Sell
-11,378
Closed -$714K – 816
2021
Q3 		$714K Sell
11,378
-232
-2% -$14.9K 0.05% 363
2021
Q2 		$734K Buy
11,610
+254
+2% +$15.6K 0.06% 338
2021
Q1 		$672K Sell
11,356
-3
-0% -$178 0.06% 316
2020
Q4 		$650K Buy
11,359
+751
+7% +$39.6K 0.06% 313
2020
Q3 		$515K Buy
10,608
+3,070
+41% +$147K 0.06% 307
2020
Q2 		$336K Buy
7,538
+1,183
+19% +$48.5K 0.05% 366
2020
Q1 		$226K Hold
6,355
– – 0.04% 385
2019
Q4 		$272K Sell
6,355
-1,493
-19% -$60.8K 0.04% 431
2019
Q3 		$303K Buy
7,848
+705
+10% +$27.1K 0.05% 375
2019
Q2 		$275K Buy
+7,143
New +$272K 0.04% 378

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

Dynamic Advisor Solutions's XT Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares Future Exponential Technologies ETF (XT) stake by 11% in Q2 2026, selling an estimated $339K and leaving 35,099 shares worth $2.9M. The position accounts for 0.08% of the portfolio, ranked #250.

Dynamic Advisor Solutions first reported a position in XT in Q2 2019 and has held it in 25 quarters since. The position peaked at $12.6M in Q3 2025. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Dynamic Advisor Solutions held 35,099 shares of iShares Future Exponential Technologies ETF worth $2.9M as of Q2 2026.
  • Dynamic Advisor Solutions sold 4,338 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $339K.
  • iShares Future Exponential Technologies ETF made up 0.08% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #250 holding.
  • Dynamic Advisor Solutions first reported a position in iShares Future Exponential Technologies ETF in Q2 2019 and has held it in 25 quarters since.
  • Dynamic Advisor Solutions's iShares Future Exponential Technologies ETF position peaked at $12.6M in Q3 2025.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.