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

Kingsview 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
Q2 		$1.93M Buy
23,314
+37
+0.2% +$2.89K 0.02% 573
2026
Q1 		$1.59M Buy
23,277
+1,245
+6% +$88.4K 0.02% 558
2025
Q4 		$1.54M Sell
22,032
-243
-1% -$17.8K 0.02% 532
2025
Q3 		$1.6M Buy
22,275
+537
+2% +$36.4K 0.02% 501
2025
Q2 		$1.42M Sell
21,738
-531
-2% -$31.7K 0.02% 498
2025
Q1 		$1.28M Buy
22,269
+1,024
+5% +$62.6K 0.02% 482
2024
Q4 		$1.27M Buy
21,245
+1,929
+10% +$117K 0.02% 491
2024
Q3 		$1.18M Sell
19,316
-457
-2% -$26.8K 0.02% 494
2024
Q2 		$1.16M Buy
19,773
+2,714
+16% +$158K 0.03% 470
2024
Q1 		$1.02M Sell
17,059
-546
-3% -$32.1K 0.03% 495
2023
Q4 		$1.05M Buy
17,605
+1,630
+10% +$87.9K 0.03% 456
2023
Q3 		$834K Buy
15,975
+434
+3% +$23.9K 0.03% 485
2023
Q2 		$864K Buy
15,541
+400
+3% +$21.1K 0.03% 453
2023
Q1 		$798K Buy
15,141
+135
+0.9% +$6.94K 0.03% 453
2022
Q4 		$710K Buy
15,006
+1,000
+7% +$47.9K 0.03% 418
2022
Q3 		$624K Buy
14,006
+581
+4% +$29K 0.03% 448
2022
Q2 		$643K Sell
13,425
-598
-4% -$31K 0.03% 482
2022
Q1 		$828K Buy
14,023
+655
+5% +$38.5K 0.04% 445
2021
Q4 		$883K Buy
13,368
+1,446
+12% +$94.2K 0.04% 439
2021
Q3 		$748K Buy
11,922
+344
+3% +$22.2K 0.04% 455
2021
Q2 		$732K Buy
11,578
+218
+2% +$13.4K 0.04% 457
2021
Q1 		$685K Buy
11,360
+992
+10% +$59K 0.04% 443
2020
Q4 		$593K Buy
10,368
+2,310
+29% +$122K 0.04% 409
2020
Q3 		$391K Buy
8,058
+977
+14% +$46.7K 0.04% 423
2020
Q2 		$315K Buy
+7,081
New +$290K 0.03% 430

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Kingsview Wealth Management's XT Position: Q2 2026 in Review

Kingsview Wealth Management increased its iShares Future Exponential Technologies ETF (XT) stake by 0.16% in Q2 2026, buying an estimated $2.89K and bringing the position to 23,314 shares worth $1.93M. The position accounts for 0.02% of the portfolio, ranked #573.

Kingsview Wealth Management first reported a position in XT in Q2 2020 and has held it in 25 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Kingsview Wealth Management held 23,314 shares of iShares Future Exponential Technologies ETF worth $1.93M as of Q2 2026.
  • Kingsview Wealth Management bought 37 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $2.89K.
  • iShares Future Exponential Technologies ETF made up 0.02% of Kingsview Wealth Management's portfolio in Q2 2026, its #573 holding.
  • Kingsview Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q2 2020 and has held it in 25 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.