Hartford Financial Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Hartford Financial 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
2025 Q3	–	Sell	-2,198	Closed	-$143K	–	350
2025 Q2	$143K	Hold	2,198	–	–	0.04%	145
2025 Q1	$127K	Hold	2,198	–	–	0.03%	170
2024 Q4	$131K	Hold	2,198	–	–	0.03%	169
2024 Q3	$134K	Hold	2,198	–	–	0.03%	170
2024 Q2	$129K	Hold	2,198	–	–	0.03%	167
2024 Q1	$131K	Hold	2,198	–	–	0.03%	169
2023 Q4	$132K	Hold	2,198	–	–	0.03%	168
2023 Q3	$115K	Hold	2,198	–	–	0.03%	176
2023 Q2	$122K	Buy	2,198 +1,030	+88%	+$54.3K	0.03%	175
2023 Q1	$61.6K	Hold	1,168	–	–	0.02%	200
2022 Q4	$55.3K	Hold	1,168	–	–	0.01%	201
2022 Q3	$52K	Hold	1,168	–	–	0.02%	201
2022 Q2	$56K	Hold	1,168	–	–	0.02%	198
2022 Q1	$69K	Hold	1,168	–	–	0.02%	201
2021 Q4	$77K	Hold	1,168	–	–	0.02%	192
2021 Q3	$73K	Hold	1,168	–	–	0.02%	190
2021 Q2	$74K	Hold	1,168	–	–	0.02%	191
2021 Q1	$69K	Hold	1,168	–	–	0.02%	191
2020 Q4	$67K	Hold	1,168	–	–	0.02%	188
2020 Q3	$57K	Hold	1,168	–	–	0.02%	185
2020 Q2	$52K	Hold	1,168	–	–	0.02%	192
2020 Q1	$42K	Hold	1,168	–	–	0.02%	195
2019 Q4	$50K	Hold	1,168	–	–	0.02%	207
2019 Q3	$45K	Hold	1,168	–	–	0.02%	218
2019 Q2	$45K	Hold	1,168	–	–	0.02%	220
2019 Q1	$44K	Hold	1,168	–	–	0.02%	219
2018 Q4	$39K	Hold	1,168	–	–	0.01%	225
2018 Q3	$45K	Hold	1,168	–	–	0.02%	231
2018 Q2	$42K	Buy	+1,168	New	+$42.9K	0.02%	236
2016 Q2	–	Sell	-1,433	Closed	-$34K	–	319
2016 Q1	$34K	Buy	1,433 +265	+23%	+$6.1K	0.02%	161
2015 Q4	$29K	Buy	+1,168	New	+$28.9K	0.02%	169

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

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

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

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

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

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

WAP

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

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

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

Hartford Financial Management's XT Position: Q3 2025 in Review

Hartford Financial Management sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2025, closing a stake of 2,198 shares — an estimated $143K sold.

Hartford Financial Management first reported a position in XT in Q4 2015 and held it in 31 quarters. The position peaked at $143K in Q2 2025. 269 funds tracked by Wall St. Rank hold XT as of Q3 2025.

Hartford Financial Management reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2025 after selling out during the quarter.
Hartford Financial Management sold 2,198 iShares Future Exponential Technologies ETF shares in Q3 2025, an estimated $143K.
Hartford Financial Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2015 and held it in 31 quarters.
Hartford Financial Management's iShares Future Exponential Technologies ETF position peaked at $143K in Q2 2025.
269 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2025.

Based on Hartford Financial Management's 13F filing for Q3 2025, filed 28 Oct 2025.