Guardian Wealth Advisors (North Carolina)’s iShares Future Exponential Technologies ETF XT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	–	Sell	-111	Closed	-$6.62K	–	552
2024 Q4	$6.62K	Hold	111	–	–	﹤0.01%	455
2024 Q3	$6.76K	Hold	111	–	–	﹤0.01%	396
2024 Q2	$6.53K	Buy	+111	New	+$6.45K	﹤0.01%	380
2024 Q1	–	Sell	-225	Closed	-$13.5K	–	480
2023 Q4	$13.5K	Buy	+225	New	+$12.1K	﹤0.01%	371

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s XT Position: Q1 2025 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2025, closing a stake of 111 shares — an estimated $6.62K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in XT in Q4 2023 and held it in 4 quarters. The position peaked at $13.5K in Q4 2023. 245 funds tracked by Wall St. Rank hold XT as of Q1 2025.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2025 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 111 iShares Future Exponential Technologies ETF shares in Q1 2025, an estimated $6.62K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares Future Exponential Technologies ETF in Q4 2023 and held it in 4 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares Future Exponential Technologies ETF position peaked at $13.5K in Q4 2023.
245 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2025.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2025, filed 15 May 2025.