Janney Montgomery Scott
XT icon

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
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$588K Buy
+7,115
New +$556K ﹤0.01% 2287
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
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Janney Montgomery Scott's XT Position: Q2 2026 in Review

Janney Montgomery Scott opened a new position in iShares Future Exponential Technologies ETF (XT) in Q2 2026: 7,115 shares worth $588K. The stake represents ﹤0.01% of the portfolio and ranks #2287 among its holdings. This is a return to the name: Janney Montgomery Scott previously reported a position in XT as recently as Q4 2025.

Janney Montgomery Scott first reported a position in XT in Q1 2021 and has held it in 18 quarters since. The position peaked at $617K in Q3 2025. 288 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Janney Montgomery Scott held 7,115 shares of iShares Future Exponential Technologies ETF worth $588K as of Q2 2026.
  • iShares Future Exponential Technologies ETF was a new Janney Montgomery Scott position in Q2 2026.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #2287 holding.
  • Janney Montgomery Scott first reported a position in iShares Future Exponential Technologies ETF in Q1 2021 and has held it in 18 quarters since.
  • Janney Montgomery Scott's iShares Future Exponential Technologies ETF position peaked at $617K in Q3 2025.
  • 288 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.