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 Q2	$4.96M	Sell	60,053 -47,299	-44%	-$3.69M	0.02%	854
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 $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

Kestra Advisory Services's XT Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares Future Exponential Technologies ETF (XT) stake by 44% in Q2 2026, selling an estimated $3.69M and leaving 60,053 shares worth $4.96M. The position accounts for 0.02% of the portfolio, ranked #854.

Kestra Advisory Services first reported a position in XT in Q4 2020 and has held it in 23 quarters since. The position peaked at $11.4M in Q4 2021. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Kestra Advisory Services held 60,053 shares of iShares Future Exponential Technologies ETF worth $4.96M as of Q2 2026.
Kestra Advisory Services sold 47,299 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $3.69M.
iShares Future Exponential Technologies ETF made up 0.02% of Kestra Advisory Services's portfolio in Q2 2026, its #854 holding.
Kestra Advisory Services first reported a position in iShares Future Exponential Technologies ETF in Q4 2020 and has held it in 23 quarters since.
Kestra Advisory Services's iShares Future Exponential Technologies ETF position peaked at $11.4M in Q4 2021.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.