KFG Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

KFG Wealth Management’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	–	Sell	-4,963	Closed	-$346K	–	224
2025 Q4	$346K	Buy	4,963 +63	+1%	+$4.62K	0.05%	162
2025 Q3	$352K	Hold	4,900	–	–	0.05%	154
2025 Q2	$320K	Buy	4,900 +39	+0.8%	+$2.33K	0.05%	158
2025 Q1	$280K	Sell	4,861 -270	-5%	-$16.5K	0.05%	165
2024 Q4	$306K	Sell	5,131 -552	-10%	-$33.6K	0.06%	144
2024 Q3	$346K	Sell	5,683 -290	-5%	-$17K	0.08%	131
2024 Q2	$351K	Buy	5,973 +133	+2%	+$7.72K	0.14%	111
2024 Q1	$348K	Buy	5,840 +721	+14%	+$42.3K	0.14%	110
2023 Q4	$306K	Buy	5,119 +841	+20%	+$45.3K	0.14%	100
2023 Q3	$223K	Buy	+4,278	New	+$235K	0.12%	118

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

KFG Wealth Management's XT Position: Q1 2026 in Review

KFG Wealth Management sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2026, closing a stake of 4,963 shares — an estimated $346K sold.

KFG Wealth Management first reported a position in XT in Q3 2023 and held it in 10 quarters. The position peaked at $352K in Q3 2025. 268 funds tracked by Wall St. Rank hold XT as of Q1 2026.

KFG Wealth Management reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2026 after selling out during the quarter.
KFG Wealth Management sold 4,963 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $346K.
KFG Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q3 2023 and held it in 10 quarters.
KFG Wealth Management's iShares Future Exponential Technologies ETF position peaked at $352K in Q3 2025.
268 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on KFG Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.