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Golden State Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Golden State Wealth Management’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 		$3.41K Hold
50
– – ﹤0.01% 1279
2025
Q4 		$3.49K Buy
50
+4
+9% +$293 ﹤0.01% 1303
2025
Q3 		$3.34K Hold
46
– – ﹤0.01% 1317
2025
Q2 		$3.03K Hold
46
– – ﹤0.01% 1307
2025
Q1 		$2.67K Hold
46
– – ﹤0.01% 1278
2024
Q4 		$2.76K Buy
+46
New +$2.8K ﹤0.01% 1211
2019
Q3 		– Sell
-250
Closed -$9K – 1149
2019
Q2 		$9K Sell
250
-150
-38% -$5.7K ﹤0.01% 778
2019
Q1 		$15K Buy
+400
New +$14.6K 0.01% 692

Other funds holding XT

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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