Financial Life Planners’s iShares Future Exponential Technologies ETF XT Stock Holding History

Financial Life Planners’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	$130K	Buy	1,567 +7	+0.4%	+$547	0.08%	78
2026 Q1	$106K	Buy	+1,560	New	+$111K	0.08%	80
2025 Q4	–	Sell	-1,449	Closed	-$104K	–	343
2025 Q3	$104K	Buy	+1,449	New	+$98.1K	0.07%	89
2025 Q2	–	Sell	-2,746	Closed	-$158K	–	86
2025 Q1	$158K	Hold	2,746	–	–	0.15%	57
2024 Q4	$164K	Buy	+2,746	New	+$167K	0.14%	57

Other funds holding XT

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

Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 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

BSSFA

Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 1-Year Est. Return

Financial Life Planners's XT Position: Q2 2026 in Review

Financial Life Planners increased its iShares Future Exponential Technologies ETF (XT) stake by 0.45% in Q2 2026, buying an estimated $547 and bringing the position to 1,567 shares worth $130K. The position accounts for 0.08% of the portfolio, ranked #78.

Financial Life Planners first reported a position in XT in Q4 2024 and has held it in 5 quarters since. The position peaked at $164K in Q4 2024. 121 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Financial Life Planners held 1,567 shares of iShares Future Exponential Technologies ETF worth $130K as of Q2 2026.
Financial Life Planners bought 7 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $547.
iShares Future Exponential Technologies ETF made up 0.08% of Financial Life Planners's portfolio in Q2 2026, its #78 holding.
Financial Life Planners first reported a position in iShares Future Exponential Technologies ETF in Q4 2024 and has held it in 5 quarters since.
Financial Life Planners's iShares Future Exponential Technologies ETF position peaked at $164K in Q4 2024.
121 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.