Heritage Wealth Advisors
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Heritage Wealth Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Heritage Wealth Advisors’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 		– Sell
-458
Closed -$37.8K – 622
2026
Q2 		$37.8K Buy
458
+240
+110% +$18.7K ﹤0.01% 368
2026
Q1 		$14.9K Buy
+218
New +$15.5K ﹤0.01% 481

Other funds holding XT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
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
Private Advisory Group
Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Heritage Wealth Advisors's XT Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2026, closing a stake of 458 shares — an estimated $37.8K sold.

Heritage Wealth Advisors first reported a position in XT in Q1 2026 and held it in 2 quarters. The position peaked at $37.8K in Q2 2026. 217 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • Heritage Wealth Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 458 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $37.8K.
  • Heritage Wealth Advisors first reported a position in iShares Future Exponential Technologies ETF in Q1 2026 and held it in 2 quarters.
  • Heritage Wealth Advisors's iShares Future Exponential Technologies ETF position peaked at $37.8K in Q2 2026.
  • 217 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.