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KAS
Kestra Advisory Services’s
iShares Future Exponential Technologies ETF
XT
Stock Holding History
Kestra Advisory Services’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
$7.32M
Buy
107,352
+8,410
+8%
+$597K
0.03%
597
2025
Q4
$6.9M
Buy
98,942
+4,981
+5%
+$365K
0.03%
568
2025
Q3
$6.76M
Sell
93,961
-3,463
-4%
-$234K
0.03%
538
2025
Q2
$6.36M
Buy
97,424
+25,829
+36%
+$1.54M
0.03%
534
2025
Q1
$4.12M
Sell
71,595
-1,480
-2%
-$90.5K
0.02%
658
2024
Q4
$4.36M
Buy
73,075
+44,340
+154%
+$2.7M
0.02%
627
2024
Q3
$1.75M
Sell
28,735
-1,700
-6%
-$99.8K
0.01%
1017
2024
Q2
$1.79M
Sell
30,435
-4,793
-14%
-$278K
0.01%
1022
2024
Q1
$2.1M
Sell
35,228
-376
-1%
-$22.1K
0.01%
854
2023
Q4
$2.13M
Sell
35,604
-3,400
-9%
-$183K
0.02%
767
2023
Q3
$2.04M
Buy
39,004
+8,183
+27%
+$450K
0.02%
676
2023
Q2
$1.71M
Sell
30,821
-42,403
-58%
-$2.23M
0.02%
734
2023
Q1
$3.86M
Sell
73,224
-45,950
-39%
-$2.36M
0.04%
427
2022
Q4
$5.64M
Sell
119,174
-57,546
-33%
-$2.76M
0.05%
389
2022
Q3
$7.88M
Buy
176,720
+867
+0.5%
+$43.3K
0.08%
256
2022
Q2
$8.43M
Sell
175,853
-17,603
-9%
-$914K
0.09%
243
2022
Q1
$11.4M
Buy
193,456
+20,204
+12%
+$1.19M
0.12%
194
2021
Q4
$11.4M
Buy
173,252
+77,402
+81%
+$5.04M
0.12%
198
2021
Q3
$6.01M
Buy
95,850
+31,470
+49%
+$2.03M
0.06%
336
2021
Q2
$4.07M
Buy
64,380
+13,294
+26%
+$819K
0.05%
411
2021
Q1
$3.02M
Buy
51,086
+41,229
+418%
+$2.45M
0.04%
474
2020
Q4
$564K
Buy
+9,857
New
+$520K
0.01%
1146
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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