Key Financial Inc’s iShares Future Exponential Technologies ETF XT Stock Holding History

Key Financial Inc’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 Q3	$30K	Hold	360	–	–	﹤0.01%	630
2026 Q2	$29.7K	Hold	360	–	–	﹤0.01%	648
2026 Q1	$24.5K	Hold	360	–	–	﹤0.01%	680
2025 Q4	$25.1K	Hold	360	–	–	﹤0.01%	673
2025 Q3	$26.3K	Hold	360	–	–	﹤0.01%	655
2025 Q2	$23.5K	Hold	360	–	–	﹤0.01%	658
2025 Q1	$20.7K	Hold	360	–	–	﹤0.01%	660
2024 Q4	$21.5K	Hold	360	–	–	﹤0.01%	640
2024 Q3	$21.9K	Hold	360	–	–	﹤0.01%	635
2024 Q2	$21.2K	Hold	360	–	–	0.01%	627
2024 Q1	$21.5K	Hold	360	–	–	0.01%	592
2023 Q4	$21.6K	Hold	360	–	–	0.01%	572
2023 Q3	$18.8K	Hold	360	–	–	0.01%	578
2023 Q2	$20K	Hold	360	–	–	0.01%	577
2023 Q1	$19K	Hold	360	–	–	0.01%	556
2022 Q4	$16K	Hold	360	–	–	0.01%	532
2022 Q3	$16K	Hold	360	–	–	0.01%	544
2022 Q2	$17K	Hold	360	–	–	0.01%	539
2022 Q1	$21K	Hold	360	–	–	0.01%	497
2021 Q4	$24K	Hold	360	–	–	0.01%	462
2021 Q3	$23K	Hold	360	–	–	0.01%	452
2021 Q2	$23K	Hold	360	–	–	0.01%	448
2021 Q1	$21K	Hold	360	–	–	0.01%	399
2020 Q4	$21K	Buy	+360	New	+$19K	0.02%	371

Other funds holding XT

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Key Financial Inc's XT Position: Q3 2026 in Review

Key Financial Inc held its iShares Future Exponential Technologies ETF (XT) position steady in Q3 2026 at 360 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Key Financial Inc first reported a position in XT in Q4 2020 and has held it in 24 quarters since. 119 funds tracked by Wall St. Rank hold XT as of Q3 2026.

Key Financial Inc held 360 shares of iShares Future Exponential Technologies ETF worth $30K as of Q3 2026.
Key Financial Inc left its iShares Future Exponential Technologies ETF share count unchanged in Q3 2026.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #630 holding.
Key Financial Inc first reported a position in iShares Future Exponential Technologies ETF in Q4 2020 and has held it in 24 quarters since.
119 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.