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 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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B 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 $666B 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

Key Financial Inc's XT Position: Q1 2026 in Review

Key Financial Inc held its iShares Future Exponential Technologies ETF (XT) position steady in Q1 2026 at 360 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Key Financial Inc first reported a position in XT in Q4 2020 and has held it in 22 quarters since. The position peaked at $26.3K in Q3 2025. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

Key Financial Inc held 360 shares of iShares Future Exponential Technologies ETF worth $24.5K as of Q1 2026.
Key Financial Inc left its iShares Future Exponential Technologies ETF share count unchanged in Q1 2026.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #680 holding.
Key Financial Inc first reported a position in iShares Future Exponential Technologies ETF in Q4 2020 and has held it in 22 quarters since.
Key Financial Inc's iShares Future Exponential Technologies ETF position peaked at $26.3K in Q3 2025.
267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.