HBK Sorce Advisory’s iShares Future Exponential Technologies ETF XT Stock Holding History

HBK Sorce Advisory’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	$689K	Sell	8,403 -437	-5%	-$34.1K	0.01%	323
2026 Q1	$699K	Sell	8,840 -63	-0.7%	-$4.47K	0.01%	312
2025 Q4	$639K	Sell	8,903 -294	-3%	-$21.5K	0.01%	321
2025 Q3	$671K	Sell	9,197 -305	-3%	-$20.6K	0.02%	294
2025 Q2	$620K	Sell	9,502 -125	-1%	-$7.46K	0.02%	305
2025 Q1	$554K	Sell	9,627 -463	-5%	-$28.3K	0.02%	319
2024 Q4	$602K	Sell	10,090 -7	-0.1%	-$426	0.02%	298
2024 Q3	$615K	Sell	10,097 -176	-2%	-$10.3K	0.02%	294
2024 Q2	$604K	Sell	10,273 -791	-7%	-$45.9K	0.02%	295
2024 Q1	$660K	Sell	11,064 -2,408	-18%	-$141K	0.02%	280
2023 Q4	$807K	Sell	13,472 -2,266	-14%	-$122K	0.03%	236
2023 Q3	$822K	Sell	15,738 -1,989	-11%	-$109K	0.04%	225
2023 Q2	$986K	Sell	17,727 -3,933	-18%	-$207K	0.04%	208
2023 Q1	$1.14M	Sell	21,660 -33,032	-60%	-$1.7M	0.05%	188
2022 Q4	$2.59M	Buy	54,692 +9,996	+22%	+$479K	0.07%	161
2022 Q3	$1.99M	Sell	44,696 -1,004,479	-96%	-$50.1M	0.13%	117
2022 Q2	$50.3M	Buy	1,049,175 +11,633	+1%	+$604K	3.71%	5
2022 Q1	$61.3M	Buy	1,037,542 +103,627	+11%	+$6.09M	3.35%	5
2021 Q4	$61.7M	Buy	933,915 +41,499	+5%	+$2.7M	3.12%	7
2021 Q3	$56M	Buy	892,416 +40,327	+5%	+$2.6M	3.09%	6
2021 Q2	$53.9M	Buy	852,089 +131,164	+18%	+$8.08M	2.97%	5
2021 Q1	$42.7M	Buy	720,925 +680,480	+1,682%	+$40.5M	2.55%	6
2020 Q4	$2.31M	Buy	40,445 +428	+1%	+$22.6K	0.14%	106
2020 Q3	$1.94M	Sell	40,017 -416	-1%	-$19.9K	0.14%	107
2020 Q2	$1.8M	Buy	+40,433	New	+$1.66M	0.13%	112

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

HBK Sorce Advisory's XT Position: Q2 2026 in Review

HBK Sorce Advisory reduced its iShares Future Exponential Technologies ETF (XT) stake by 4.9% in Q2 2026, selling an estimated $34.1K and leaving 8,403 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #323.

HBK Sorce Advisory first reported a position in XT in Q2 2020 and has held it in 25 quarters since. The position peaked at $61.7M in Q4 2021. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

HBK Sorce Advisory held 8,403 shares of iShares Future Exponential Technologies ETF worth $689K as of Q2 2026.
HBK Sorce Advisory sold 437 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $34.1K.
iShares Future Exponential Technologies ETF made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #323 holding.
HBK Sorce Advisory first reported a position in iShares Future Exponential Technologies ETF in Q2 2020 and has held it in 25 quarters since.
HBK Sorce Advisory's iShares Future Exponential Technologies ETF position peaked at $61.7M in Q4 2021.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.