Harbor Asset Planning
XT icon

Harbor Asset Planning’s iShares Future Exponential Technologies ETF XT Stock Holding History

Harbor Asset Planning’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
Q3 		$32.4K Hold
389
– – 0.02% 266
2026
Q2 		$32.1K Buy
389
+2
+0.5% +$156 0.02% 271
2026
Q1 		$26.4K Hold
387
– – 0.02% 275
2025
Q4 		$27K Buy
387
+27
+8% +$1.98K 0.02% 268
2025
Q3 		$25.9K Hold
360
– – 0.02% 258
2025
Q2 		$23.5K Buy
+360
New +$21.5K 0.02% 260

Other funds holding XT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Stratos Investment Management
Stratos Investment Management Beachwood, Ohio $2.4B AUM 14.23% 1-Year Est. Return

Harbor Asset Planning's XT Position: Q3 2026 in Review

Harbor Asset Planning held its iShares Future Exponential Technologies ETF (XT) position steady in Q3 2026 at 389 shares worth $32.4K. The position accounts for 0.02% of the portfolio, ranked #266.

Harbor Asset Planning first reported a position in XT in Q2 2025 and has held it in 6 quarters since. 251 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • Harbor Asset Planning held 389 shares of iShares Future Exponential Technologies ETF worth $32.4K as of Q3 2026.
  • Harbor Asset Planning left its iShares Future Exponential Technologies ETF share count unchanged in Q3 2026.
  • iShares Future Exponential Technologies ETF made up 0.02% of Harbor Asset Planning's portfolio in Q3 2026, its #266 holding.
  • Harbor Asset Planning first reported a position in iShares Future Exponential Technologies ETF in Q2 2025 and has held it in 6 quarters since.
  • 251 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.