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

Kelleher 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	$56.7K	Buy	+686	New	+$53.6K	0.01%	434

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

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

Kelleher Financial Advisors opened a new position in iShares Future Exponential Technologies ETF (XT) in Q2 2026: 686 shares worth $56.7K. The stake represents 0.01% of the portfolio and ranks #434 among its holdings.

287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Kelleher Financial Advisors held 686 shares of iShares Future Exponential Technologies ETF worth $56.7K as of Q2 2026.
iShares Future Exponential Technologies ETF was a new Kelleher Financial Advisors position in Q2 2026.
iShares Future Exponential Technologies ETF made up 0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #434 holding.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.