GPS Wealth Strategies Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

GPS Wealth Strategies Group’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
2025 Q4	–	Sell	-4,884	Closed	-$351K	–	1617
2025 Q3	$351K	Sell	4,884 -174	-3%	-$11.8K	0.04%	244
2025 Q2	$330K	Sell	5,058 -269	-5%	-$16K	0.04%	240
2025 Q1	$307K	Buy	5,327 +441	+9%	+$27K	0.04%	243
2024 Q4	$292K	Buy	4,886 +38	+0.8%	+$2.31K	0.04%	241
2024 Q3	$295K	Buy	4,848 +9	+0.2%	+$528	0.04%	244
2024 Q2	$285K	Buy	+4,839	New	+$281K	0.04%	213

Other funds holding XT

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

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

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

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

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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

WAP

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

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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

GPS Wealth Strategies Group's XT Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2025, closing a stake of 4,884 shares — an estimated $351K sold.

GPS Wealth Strategies Group first reported a position in XT in Q2 2024 and held it in 6 quarters. The position peaked at $351K in Q3 2025. 277 funds tracked by Wall St. Rank hold XT as of Q4 2025.

GPS Wealth Strategies Group reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 4,884 iShares Future Exponential Technologies ETF shares in Q4 2025, an estimated $351K.
GPS Wealth Strategies Group first reported a position in iShares Future Exponential Technologies ETF in Q2 2024 and held it in 6 quarters.
GPS Wealth Strategies Group's iShares Future Exponential Technologies ETF position peaked at $351K in Q3 2025.
277 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.