JNBA Financial Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

JNBA Financial Advisors’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	$30.4K	Sell	368 -32	-8%	-$2.5K	﹤0.01%	386
2026 Q1	$27.3K	Hold	400	–	–	﹤0.01%	377
2025 Q4	$27.9K	Hold	400	–	–	﹤0.01%	387
2025 Q3	$28.8K	Hold	400	–	–	﹤0.01%	373
2025 Q2	$26.1K	Hold	400	–	–	﹤0.01%	362
2025 Q1	$23K	Hold	400	–	–	﹤0.01%	362
2024 Q4	$23.9K	Hold	400	–	–	﹤0.01%	363
2024 Q3	$24.4K	Hold	400	–	–	﹤0.01%	373
2024 Q2	$23.5K	Hold	400	–	–	﹤0.01%	365
2024 Q1	$23.8K	Hold	400	–	–	﹤0.01%	372
2023 Q4	$23.9K	Hold	400	–	–	﹤0.01%	377
2023 Q3	$20.9K	Hold	400	–	–	﹤0.01%	380
2023 Q2	$22.2K	Hold	400	–	–	﹤0.01%	377
2023 Q1	$21.1K	Hold	400	–	–	﹤0.01%	385
2022 Q4	$18.9K	Hold	400	–	–	﹤0.01%	381
2022 Q3	$18K	Hold	400	–	–	﹤0.01%	393
2022 Q2	$19K	Hold	400	–	–	﹤0.01%	401
2022 Q1	$24K	Hold	400	–	–	﹤0.01%	382
2021 Q4	$26K	Hold	400	–	–	﹤0.01%	382
2021 Q3	$25K	Hold	400	–	–	﹤0.01%	387
2021 Q2	$25K	Hold	400	–	–	﹤0.01%	374
2021 Q1	$24K	Hold	400	–	–	﹤0.01%	370
2020 Q4	$23K	Hold	400	–	–	﹤0.01%	352
2020 Q3	$19K	Hold	400	–	–	﹤0.01%	352
2020 Q2	$18K	Hold	400	–	–	﹤0.01%	346
2020 Q1	$14K	Hold	400	–	–	﹤0.01%	355
2019 Q4	$17K	Hold	400	–	–	﹤0.01%	373
2019 Q3	$15K	Hold	400	–	–	﹤0.01%	372
2019 Q2	$15K	Buy	+400	New	+$15.2K	﹤0.01%	395

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JNBA Financial Advisors's XT Position: Q2 2026 in Review

JNBA Financial Advisors reduced its iShares Future Exponential Technologies ETF (XT) stake by 8% in Q2 2026, selling an estimated $2.5K and leaving 368 shares worth $30.4K. The position accounts for ﹤0.01% of the portfolio, ranked #386.

JNBA Financial Advisors first reported a position in XT in Q2 2019 and has held it in 29 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

JNBA Financial Advisors held 368 shares of iShares Future Exponential Technologies ETF worth $30.4K as of Q2 2026.
JNBA Financial Advisors sold 32 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $2.5K.
iShares Future Exponential Technologies ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #386 holding.
JNBA Financial Advisors first reported a position in iShares Future Exponential Technologies ETF in Q2 2019 and has held it in 29 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.