Kohmann Bosshard Financial Services’s iShares Future Exponential Technologies ETF XT Stock Holding History

Kohmann Bosshard Financial 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 Q1	–	Sell	-978	Closed	-$68.2K	–	633
2025 Q4	$68.2K	Buy	+978	New	+$71.6K	0.01%	459

Other funds holding XT

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $79.5B AUM 27.1% 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 $1.04B AUM 18.89% 1-Year Est. Return

Kohmann Bosshard Financial Services's XT Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2026, closing a stake of 978 shares — an estimated $68.2K sold.

Kohmann Bosshard Financial Services first reported a position in XT in Q4 2025 and held it in 1 quarter. The position peaked at $68.2K in Q4 2025. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

Kohmann Bosshard Financial Services reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2026 after selling out during the quarter.
Kohmann Bosshard Financial Services sold 978 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $68.2K.
Kohmann Bosshard Financial Services first reported a position in iShares Future Exponential Technologies ETF in Q4 2025 and held it in 1 quarter.
Kohmann Bosshard Financial Services's iShares Future Exponential Technologies ETF position peaked at $68.2K in Q4 2025.
267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.