Global Wealth Strategies & Associates’s iShares Future Exponential Technologies ETF XT Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-669	Closed	-$45.6K	–	506
2026 Q1	$45.6K	Buy	669 +29	+5%	+$2.06K	0.01%	176
2025 Q4	$44.6K	Hold	640	–	–	0.01%	163
2025 Q3	$46K	Hold	640	–	–	0.01%	153
2025 Q2	$41.8K	Hold	640	–	–	0.01%	121
2025 Q1	$36.8K	Hold	640	–	–	0.01%	142
2024 Q4	$38.2K	Hold	640	–	–	0.01%	124
2024 Q3	$39K	Hold	640	–	–	0.01%	110
2024 Q2	$37.7K	Hold	640	–	–	0.01%	102
2024 Q1	$38.2K	Hold	640	–	–	0.01%	101
2023 Q4	$38.3K	Hold	640	–	–	0.02%	95
2023 Q3	$33.4K	Hold	640	–	–	0.02%	94
2023 Q2	$35.6K	Hold	640	–	–	0.02%	92
2023 Q1	$33.7K	Hold	640	–	–	0.02%	88
2022 Q4	$30.3K	Buy	+640	New	+$30.6K	0.02%	91

Other funds holding XT

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

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return