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Exencial Wealth Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Exencial Wealth Advisors’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 		$506K Buy
7,427
+236
+3% +$16.8K 0.02% 392
2025
Q4 		$502K Buy
7,191
+246
+4% +$18K 0.02% 388
2025
Q3 		$500K Buy
6,945
+135
+2% +$9.14K 0.02% 369
2025
Q2 		$444K Sell
6,810
-1,614
-19% -$96.3K 0.02% 380
2025
Q1 		$485K Sell
8,424
-142
-2% -$8.68K 0.02% 365
2024
Q4 		$511K Buy
8,566
+137
+2% +$8.33K 0.02% 358
2024
Q3 		$513K Sell
8,429
-322
-4% -$18.9K 0.02% 356
2024
Q2 		$515K Sell
8,751
-90
-1% -$5.23K 0.02% 349
2024
Q1 		$527K Sell
8,841
-1,017
-10% -$59.7K 0.02% 344
2023
Q4 		$590K Buy
9,858
+19
+0.2% +$1.02K 0.02% 324
2023
Q3 		$514K Sell
9,839
-693
-7% -$38.1K 0.02% 293
2023
Q2 		$586K Sell
10,532
-982
-9% -$51.8K 0.03% 275
2023
Q1 		$607K Sell
11,514
-1,073
-9% -$55.1K 0.03% 257
2022
Q4 		$596K Buy
12,587
+123
+1% +$5.89K 0.03% 266
2022
Q3 		$556K Sell
12,464
-443
-3% -$22.1K 0.03% 263
2022
Q2 		$619K Sell
12,907
-63
-0.5% -$3.27K 0.04% 261
2022
Q1 		$766K Buy
12,970
+3,241
+33% +$191K 0.04% 253
2021
Q4 		$643K Buy
+9,729
New +$634K 0.03% 271
2021
Q3 		– Sell
-8,115
Closed -$513K – 476
2021
Q2 		$513K Buy
8,115
+1,712
+27% +$105K 0.03% 307
2021
Q1 		$379K Buy
6,403
+330
+5% +$19.6K 0.02% 315
2020
Q4 		$348K Sell
6,073
-8,411
-58% -$444K 0.02% 288
2020
Q3 		$704K Buy
14,484
+7,119
+97% +$340K 0.04% 227
2020
Q2 		$328K Buy
+7,365
New +$302K 0.03% 259

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

Exencial Wealth Advisors's XT Position: Q1 2026 in Review

Exencial Wealth Advisors increased its iShares Future Exponential Technologies ETF (XT) stake by 3.3% in Q1 2026, buying an estimated $16.8K and bringing the position to 7,427 shares worth $506K. The position accounts for 0.02% of the portfolio, ranked #392.

Exencial Wealth Advisors first reported a position in XT in Q2 2020 and has held it in 23 quarters since. The position peaked at $766K in Q1 2022. 268 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • Exencial Wealth Advisors held 7,427 shares of iShares Future Exponential Technologies ETF worth $506K as of Q1 2026.
  • Exencial Wealth Advisors bought 236 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $16.8K.
  • iShares Future Exponential Technologies ETF made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #392 holding.
  • Exencial Wealth Advisors first reported a position in iShares Future Exponential Technologies ETF in Q2 2020 and has held it in 23 quarters since.
  • Exencial Wealth Advisors's iShares Future Exponential Technologies ETF position peaked at $766K in Q1 2022.
  • 268 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.