Horizon Investments’s iShares Future Exponential Technologies ETF XT Stock Holding History

Horizon Investments’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 Q1	$70.5K	Buy	1,034 +517	+100%	+$36.7K	﹤0.01%	1117
2025 Q4	$36.1K	Buy	517 +52	+11%	+$3.81K	﹤0.01%	1132
2025 Q3	$33.5K	Buy	+465	New	+$31.5K	﹤0.01%	1013
2018 Q3	–	Sell	-717,944	Closed	-$26M	–	297
2018 Q2	$26M	Buy	717,944 +14,544	+2%	+$534K	1.13%	22
2018 Q1	$25.6M	Sell	703,400 -41,096	-6%	-$1.52M	1.12%	24
2017 Q4	$23.2M	Sell	744,496 -19,353	-3%	-$678K	1.45%	16
2017 Q3	$23.8M	Sell	763,849 -51,649	-6%	-$1.71M	1.37%	21
2017 Q2	$25.4M	Sell	815,498 -16,560	-2%	-$515K	1.51%	16
2017 Q1	$24.7M	Buy	+832,058	New	+$23.8M	1.64%	17

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Horizon Investments's XT Position: Q1 2026 in Review

Horizon Investments increased its iShares Future Exponential Technologies ETF (XT) stake by 100% in Q1 2026, buying an estimated $36.7K and bringing the position to 1,034 shares worth $70.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Horizon Investments first reported a position in XT in Q1 2017 and has held it in 9 quarters since. The position peaked at $26M in Q2 2018. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

Horizon Investments held 1,034 shares of iShares Future Exponential Technologies ETF worth $70.5K as of Q1 2026.
Horizon Investments bought 517 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $36.7K.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1117 holding.
Horizon Investments first reported a position in iShares Future Exponential Technologies ETF in Q1 2017 and has held it in 9 quarters since.
Horizon Investments's iShares Future Exponential Technologies ETF position peaked at $26M in Q2 2018.
267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.