Focus Partners Wealth
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Focus Partners Wealth’s iShares 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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$770K Sell
11,801
-242
-2% -$15.8K ﹤0.01% 1243
2025
Q1 		$693K Sell
12,043
-2,069
-15% -$119K ﹤0.01% 1193
2024
Q4 		$842K Buy
14,112
+1,376
+11% +$82.1K ﹤0.01% 1107
2024
Q3 		$782K Buy
12,736
+5,767
+83% +$354K ﹤0.01% 1004
2024
Q2 		$410K Buy
+6,969
New +$410K ﹤0.01% 993