LOM Asset Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

LOM Asset 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	$140K	Hold	1,700	–	–	0.04%	176
2026 Q1	$116K	Hold	1,700	–	–	0.03%	174
2025 Q4	$119K	Buy	1,700 +500	+42%	+$36.6K	0.03%	173
2025 Q3	$86K	Hold	1,200	–	–	0.03%	169
2025 Q2	$78K	Buy	+1,200	New	+$71.6K	0.03%	167

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LOM Asset Management's XT Position: Q2 2026 in Review

LOM Asset Management held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 1,700 shares worth $140K. The position accounts for 0.04% of the portfolio, ranked #176.

LOM Asset Management first reported a position in XT in Q2 2025 and has held it in 5 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

LOM Asset Management held 1,700 shares of iShares Future Exponential Technologies ETF worth $140K as of Q2 2026.
LOM Asset Management left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
iShares Future Exponential Technologies ETF made up 0.04% of LOM Asset Management's portfolio in Q2 2026, its #176 holding.
LOM Asset Management first reported a position in iShares Future Exponential Technologies ETF in Q2 2025 and has held it in 5 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on LOM Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.