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

Elevation 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 Q3	$17.5K	Hold	210	–	–	﹤0.01%	723
2026 Q2	$17.4K	Hold	210	–	–	0.01%	636
2026 Q1	$14.3K	Hold	210	–	–	0.01%	444
2025 Q4	$14.7K	Hold	210	–	–	0.01%	430
2025 Q3	$15.1K	Hold	210	–	–	0.01%	350
2025 Q2	$13.7K	Hold	210	–	–	0.01%	347
2025 Q1	$12.1K	Hold	210	–	–	0.01%	356
2024 Q4	$12.5K	Hold	210	–	–	0.01%	352
2024 Q3	$12.8K	Hold	210	–	–	0.01%	338
2024 Q2	$12.4K	Hold	210	–	–	0.01%	330
2024 Q1	$12.5K	Hold	210	–	–	0.01%	336
2023 Q4	$11K	Hold	210	–	–	0.01%	321
2023 Q3	$11K	Hold	210	–	–	0.01%	238
2023 Q2	$11.7K	Hold	210	–	–	0.01%	238
2023 Q1	$11.1K	Buy	+210	New	+$10.8K	0.01%	255

Other funds holding XT

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Elevation Wealth Partners's XT Position: Q3 2026 in Review

Elevation Wealth Partners held its iShares Future Exponential Technologies ETF (XT) position steady in Q3 2026 at 210 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Elevation Wealth Partners first reported a position in XT in Q1 2023 and has held it in 15 quarters since. 47 funds tracked by Wall St. Rank hold XT as of Q3 2026.

Elevation Wealth Partners held 210 shares of iShares Future Exponential Technologies ETF worth $17.5K as of Q3 2026.
Elevation Wealth Partners left its iShares Future Exponential Technologies ETF share count unchanged in Q3 2026.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #723 holding.
Elevation Wealth Partners first reported a position in iShares Future Exponential Technologies ETF in Q1 2023 and has held it in 15 quarters since.
47 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.