Harvest Investment Services’s First Trust Expanded Technology ETF XPND Stock Holding History

Harvest Investment Services’s Portfolio XPND Stock Details XPND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$878K	Buy	20,980 +259	+1%	+$9.94K	0.14%	167
2026 Q1	$680K	Buy	20,721 +487	+2%	+$16.9K	0.12%	165
2025 Q4	$731K	Sell	20,234 -155	-0.8%	-$5.67K	0.14%	151
2025 Q3	$740K	Sell	20,389 -2,401	-11%	-$82.7K	0.15%	153
2025 Q2	$768K	Sell	22,790 -850	-4%	-$25.5K	0.17%	141
2025 Q1	$667K	Sell	23,640 -16,190	-41%	-$495K	0.19%	128
2024 Q4	$1.21M	Buy	39,830 +11,762	+42%	+$354K	0.3%	89
2024 Q3	$807K	Buy	+28,068	New	+$776K	0.26%	103

Other funds holding XPND

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Harvest Investment Services's XPND Position: Q2 2026 in Review

Harvest Investment Services increased its First Trust Expanded Technology ETF (XPND) stake by 1.2% in Q2 2026, buying an estimated $9.94K and bringing the position to 20,980 shares worth $878K. The position accounts for 0.14% of the portfolio, ranked #167.

Harvest Investment Services first reported a position in XPND in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q4 2024. 30 funds tracked by Wall St. Rank hold XPND as of Q2 2026.

Harvest Investment Services held 20,980 shares of First Trust Expanded Technology ETF worth $878K as of Q2 2026.
Harvest Investment Services bought 259 First Trust Expanded Technology ETF shares in Q2 2026, an estimated $9.94K.
First Trust Expanded Technology ETF made up 0.14% of Harvest Investment Services's portfolio in Q2 2026, its #167 holding.
Harvest Investment Services first reported a position in First Trust Expanded Technology ETF in Q3 2024 and has held it in 8 quarters since.
Harvest Investment Services's First Trust Expanded Technology ETF position peaked at $1.21M in Q4 2024.
30 funds tracked by Wall St. Rank held First Trust Expanded Technology ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.