Jones Financial Companies
XT icon

Jones Financial Companies’s iShares Future Exponential Technologies ETF XT Stock Holding History

Jones Financial Companies’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 		$4.87M Buy
73,904
+5,876
+9% +$417K ﹤0.01% 1085
2025
Q4 		$4.74M Buy
68,028
+6,362
+10% +$466K ﹤0.01% 654
2025
Q3 		$4.37M Buy
61,666
+5,160
+9% +$349K ﹤0.01% 612
2025
Q2 		$3.67M Buy
56,506
+7,553
+15% +$450K ﹤0.01% 577
2025
Q1 		$2.84M Buy
48,953
+8,507
+21% +$520K ﹤0.01% 562
2024
Q4 		$2.41M Buy
40,446
+7,945
+24% +$483K ﹤0.01% 514
2024
Q3 		$1.98M Buy
32,501
+7,900
+32% +$464K ﹤0.01% 461
2024
Q2 		$1.45M Buy
24,601
+20,517
+502% +$1.19M ﹤0.01% 371
2024
Q1 		$243K Buy
4,084
+3,884
+1,942% +$228K ﹤0.01% 433
2023
Q4 		$12K Buy
+200
New +$10.8K ﹤0.01% 657

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
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

Jones Financial Companies's XT Position: Q1 2026 in Review

Jones Financial Companies increased its iShares Future Exponential Technologies ETF (XT) stake by 8.6% in Q1 2026, buying an estimated $417K and bringing the position to 73,904 shares worth $4.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1085.

Jones Financial Companies first reported a position in XT in Q4 2023 and has held it in 10 quarters since. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • Jones Financial Companies held 73,904 shares of iShares Future Exponential Technologies ETF worth $4.87M as of Q1 2026.
  • Jones Financial Companies bought 5,876 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $417K.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1085 holding.
  • Jones Financial Companies first reported a position in iShares Future Exponential Technologies ETF in Q4 2023 and has held it in 10 quarters since.
  • 267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.