Gladstone Institutional Advisory’s iShares Future Exponential Technologies ETF XT Stock Holding History

Gladstone Institutional Advisory’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	$2.13M	Sell	25,796 -1,055	-4%	-$82.4K	0.07%	280
2026 Q1	$1.83M	Sell	26,851 -1,269	-5%	-$90.1K	0.07%	274
2025 Q4	$1.96M	Buy	28,120 +3,322	+13%	+$243K	0.07%	256
2025 Q3	$1.78M	Sell	24,798 -335	-1%	-$22.7K	0.07%	262
2025 Q2	$1.64M	Buy	25,133 +2,140	+9%	+$128K	0.07%	268
2025 Q1	$1.32M	Buy	22,993 +550	+2%	+$33.6K	0.06%	286
2024 Q4	$1.34M	Buy	22,443 +992	+5%	+$60.3K	0.06%	287
2024 Q3	$1.31M	Sell	21,451 -1,037	-5%	-$60.9K	0.06%	287
2024 Q2	$1.32M	Buy	22,488 +867	+4%	+$50.4K	0.07%	276
2024 Q1	$1.29M	Sell	21,621 -848	-4%	-$49.8K	0.07%	270
2023 Q4	$1.35M	Sell	22,469 -3,616	-14%	-$195K	0.08%	253
2023 Q3	$1.36M	Buy	26,085 +3,039	+13%	+$167K	0.09%	233
2023 Q2	$1.28M	Buy	23,046 +3,582	+18%	+$189K	0.08%	240
2023 Q1	$1.03M	Sell	19,464 -1,406	-7%	-$72.3K	0.07%	279
2022 Q4	$988K	Buy	20,870 +3,006	+17%	+$144K	0.07%	278
2022 Q3	$796K	Sell	17,864 -3,166	-15%	-$158K	0.06%	312
2022 Q2	$1.01M	Buy	21,030 +3,886	+23%	+$202K	0.08%	270
2022 Q1	$1.01M	Sell	17,144 -831	-5%	-$48.9K	0.07%	289
2021 Q4	$1.19M	Buy	17,975 +1,663	+10%	+$108K	0.09%	247
2021 Q3	$1.02M	Sell	16,312 -1,455	-8%	-$93.8K	0.1%	226
2021 Q2	$1.12M	Sell	17,767 -1,175	-6%	-$72.3K	0.13%	177
2021 Q1	$1.12M	Sell	18,942 -2,875	-13%	-$171K	0.17%	132
2020 Q4	$1.25M	Sell	21,817 -2,180	-9%	-$115K	0.25%	90
2020 Q3	$1.17M	Buy	23,997 +1,390	+6%	+$66.5K	0.28%	82
2020 Q2	$1.01M	Sell	22,607 -2,456	-10%	-$101K	0.26%	84
2020 Q1	$892K	Buy	25,063 +1,190	+5%	+$48.6K	0.23%	92
2019 Q4	$1.02M	Sell	23,873 -730	-3%	-$29.7K	0.25%	86
2019 Q3	$951K	Sell	24,603 -1,352	-5%	-$52.1K	0.24%	85
2019 Q2	$1M	Sell	25,955 -3,564	-12%	-$136K	0.31%	68
2019 Q1	$1.12M	Buy	29,519 +787	+3%	+$28.7K	0.41%	56
2018 Q4	$956K	Buy	+28,732	New	+$1.02M	0.56%	40

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Gladstone Institutional Advisory's XT Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its iShares Future Exponential Technologies ETF (XT) stake by 3.9% in Q2 2026, selling an estimated $82.4K and leaving 25,796 shares worth $2.13M. The position accounts for 0.07% of the portfolio, ranked #280.

Gladstone Institutional Advisory first reported a position in XT in Q4 2018 and has held it in 31 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Gladstone Institutional Advisory held 25,796 shares of iShares Future Exponential Technologies ETF worth $2.13M as of Q2 2026.
Gladstone Institutional Advisory sold 1,055 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $82.4K.
iShares Future Exponential Technologies ETF made up 0.07% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #280 holding.
Gladstone Institutional Advisory first reported a position in iShares Future Exponential Technologies ETF in Q4 2018 and has held it in 31 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.