Herold Advisors’s Xtend AI Robotics, Inc. XTND Stock Holding History

Herold Advisors’s Portfolio XTND Stock Details XTND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$53.4K	Buy	+15,000	New	+$66.7K	0.01%	268

Other funds holding XTND

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Opal Wealth Advisors Jericho, New York $479M AUM 15.43% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Herold Advisors's XTND Position: Q3 2026 in Review

Herold Advisors opened a new position in Xtend AI Robotics, Inc. (XTND) in Q3 2026: 15,000 shares worth $53.4K. The stake represents 0.01% of the portfolio and ranks #268 among its holdings.

8 funds tracked by Wall St. Rank hold XTND as of Q3 2026.

Herold Advisors held 15,000 shares of Xtend AI Robotics, Inc. worth $53.4K as of Q3 2026.
Xtend AI Robotics, Inc. was a new Herold Advisors position in Q3 2026.
Xtend AI Robotics, Inc. made up 0.01% of Herold Advisors's portfolio in Q3 2026, its #268 holding.
8 funds tracked by Wall St. Rank held Xtend AI Robotics, Inc. as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.