Focus Partners Wealth
XT icon

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

Focus Partners Wealth’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 		$751K Sell
11,017
-30
-0.3% -$2.13K ﹤0.01% 1736
2025
Q4 		$770K Buy
11,047
+504
+5% +$36.9K ﹤0.01% 1750
2025
Q3 		$759K Sell
10,543
-1,258
-11% -$85.2K ﹤0.01% 1416
2025
Q2 		$770K Sell
11,801
-242
-2% -$14.4K ﹤0.01% 1251
2025
Q1 		$693K Sell
12,043
-2,069
-15% -$126K ﹤0.01% 1202
2024
Q4 		$842K Buy
14,112
+1,376
+11% +$83.7K ﹤0.01% 1117
2024
Q3 		$782K Buy
12,736
+5,767
+83% +$339K ﹤0.01% 1015
2024
Q2 		$410K Buy
+6,969
New +$405K ﹤0.01% 993

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return