Hutchens & Kramer Investment Management Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

Hutchens & Kramer Investment Management Group’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	$251K	Hold	3,041	–	–	0.07%	138
2026 Q1	$207K	Sell	3,041 -121	-4%	-$8.6K	0.07%	145
2025 Q4	$221K	Sell	3,162 -152	-5%	-$11.1K	0.08%	159
2025 Q3	$238K	Sell	3,314 -917	-22%	-$62.1K	0.09%	145
2025 Q2	$275K	Sell	4,231 -826	-16%	-$49.3K	0.13%	123
2025 Q1	$291K	Sell	5,057 -161	-3%	-$9.84K	0.16%	106
2024 Q4	$311K	Sell	5,218 -371	-7%	-$22.6K	0.17%	103
2024 Q3	$336K	Sell	5,589 -267	-5%	-$15.7K	0.19%	98
2024 Q2	$344K	Hold	5,856	–	–	0.19%	88
2024 Q1	$349K	Sell	5,856 -3	-0.1%	-$176	0.21%	77
2023 Q4	$351K	Sell	5,859 -328	-5%	-$17.7K	0.25%	70
2023 Q3	$320K	Sell	6,187 -34	-0.5%	-$1.87K	0.25%	71
2023 Q2	$346K	Sell	6,221 -71	-1%	-$3.74K	0.28%	67
2023 Q1	$332K	Sell	6,292 -280	-4%	-$14.4K	0.29%	66
2022 Q4	$311K	Sell	6,572 -2,756	-30%	-$132K	0.23%	69
2022 Q3	$427K	Sell	9,328 -646	-6%	-$32.2K	0.35%	53
2022 Q2	$481K	Sell	9,974 -221	-2%	-$11.5K	0.35%	56
2022 Q1	$604K	Hold	10,195	–	–	0.34%	61
2021 Q4	$602K	Buy	+10,195	New	+$664K	0.38%	57

Other funds holding XT

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return