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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
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

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
APWA
Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

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

Elevation Wealth Partners held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 210 shares worth $17.4K. The position accounts for 0.01% of the portfolio, ranked #636.

Elevation Wealth Partners first reported a position in XT in Q1 2023 and has held it in 14 quarters since. 109 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Elevation Wealth Partners held 210 shares of iShares Future Exponential Technologies ETF worth $17.4K as of Q2 2026.
  • Elevation Wealth Partners left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
  • iShares Future Exponential Technologies ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #636 holding.
  • Elevation Wealth Partners first reported a position in iShares Future Exponential Technologies ETF in Q1 2023 and has held it in 14 quarters since.
  • 109 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.