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Janney Montgomery Scott’s
iShares Future Exponential Technologies ETF
XT
Stock Holding History
Janney Montgomery Scott’s Portfolio
XT Stock Details
XT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Sell
-7,276
Closed
-$507K
–
3086
2025
Q4
$507K
Sell
7,276
-1,299
-15%
-$95.2K
﹤0.01%
2180
2025
Q3
$617K
Buy
8,575
+3,097
+57%
+$210K
﹤0.01%
2016
2025
Q2
$357K
Sell
5,478
-3,229
-37%
-$193K
﹤0.01%
2239
2025
Q1
$501K
Hold
8,707
–
–
﹤0.01%
1984
2024
Q4
$519K
Buy
8,707
+601
+7%
+$36.5K
﹤0.01%
1963
2024
Q3
$493K
Sell
8,106
-160
-2%
-$9.39K
﹤0.01%
1983
2024
Q2
$486K
Buy
8,266
+85
+1%
+$4.94K
﹤0.01%
1914
2024
Q1
$488K
Buy
8,181
+75
+0.9%
+$4.4K
﹤0.01%
2021
2023
Q4
$485K
Sell
8,106
-461
-5%
-$24.9K
﹤0.01%
1923
2023
Q3
$447K
Sell
8,567
-87
-1%
-$4.79K
﹤0.01%
1846
2023
Q2
$481K
Sell
8,654
-150
-2%
-$7.91K
﹤0.01%
1890
2023
Q1
$464K
Buy
8,804
+366
+4%
+$18.8K
﹤0.01%
1778
2022
Q4
$399K
Buy
+8,438
New
+$404K
﹤0.01%
1922
2022
Q1
–
Sell
-3,192
Closed
-$211K
–
2462
2021
Q4
$211K
Sell
3,192
-68
-2%
-$4.43K
﹤0.01%
2210
2021
Q3
$205K
Sell
3,260
-203
-6%
-$13.1K
﹤0.01%
2154
2021
Q2
$219K
Buy
3,463
+78
+2%
+$4.8K
﹤0.01%
2087
2021
Q1
$201K
Buy
+3,385
New
+$201K
﹤0.01%
2054
Other funds holding XT
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B 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
$71.6B AUM
21.08%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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