GWN Securities’s iShares Future Exponential Technologies ETF XT Stock Holding History

GWN Securities’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	$1.59M	Sell	19,194 -1,557	-8%	-$122K	0.27%	97
2026 Q1	$1.41M	Sell	20,751 -1,690	-8%	-$120K	0.27%	93
2025 Q4	$1.57M	Buy	22,441 +1,547	+7%	+$113K	0.32%	79
2025 Q3	$1.51M	Buy	20,894 +2,297	+12%	+$155K	0.35%	72
2025 Q2	$1.21M	Buy	18,597 +1,086	+6%	+$64.8K	0.23%	96
2025 Q1	$1.01M	Buy	17,511 +10,597	+153%	+$648K	0.06%	303
2024 Q4	$414K	Buy	+6,914	New	+$420K	0.11%	190

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

GWN Securities's XT Position: Q2 2026 in Review

GWN Securities reduced its iShares Future Exponential Technologies ETF (XT) stake by 7.5% in Q2 2026, selling an estimated $122K and leaving 19,194 shares worth $1.59M. The position accounts for 0.27% of the portfolio, ranked #97.

GWN Securities first reported a position in XT in Q4 2024 and has held it in 7 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

GWN Securities held 19,194 shares of iShares Future Exponential Technologies ETF worth $1.59M as of Q2 2026.
GWN Securities sold 1,557 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $122K.
iShares Future Exponential Technologies ETF made up 0.27% of GWN Securities's portfolio in Q2 2026, its #97 holding.
GWN Securities first reported a position in iShares Future Exponential Technologies ETF in Q4 2024 and has held it in 7 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.