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 Q2	$4.15K	Hold	50	–	–	﹤0.01%	1292
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

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

Golden State Wealth Management's XT Position: Q2 2026 in Review

Golden State Wealth Management held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 50 shares worth $4.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

Golden State Wealth Management first reported a position in XT in Q1 2019 and has held it in 9 quarters since. The position peaked at $15K in Q1 2019. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Golden State Wealth Management held 50 shares of iShares Future Exponential Technologies ETF worth $4.15K as of Q2 2026.
Golden State Wealth Management left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1292 holding.
Golden State Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q1 2019 and has held it in 9 quarters since.
Golden State Wealth Management's iShares Future Exponential Technologies ETF position peaked at $15K in Q1 2019.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.