MAI Capital Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

MAI Capital 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 Q3	$1.11M	Buy	13,316 +4	+0%	+$327	﹤0.01%	899
2026 Q2	$1.1M	Sell	13,312 -270	-2%	-$21.1K	﹤0.01%	923
2026 Q1	$926K	Sell	13,582 -635	-4%	-$45.1K	0.01%	805
2025 Q4	$991K	Sell	14,217 -806	-5%	-$59K	0.01%	739
2025 Q3	$1.08M	Sell	15,023 -737	-5%	-$49.9K	0.01%	677
2025 Q2	$1.03M	Sell	15,760 -2,313	-13%	-$138K	0.01%	648
2025 Q1	$1.04M	Sell	18,073 -816	-4%	-$49.9K	0.01%	614
2024 Q4	$1.13M	Buy	18,889 +381	+2%	+$23.2K	0.01%	603
2024 Q3	$1.13M	Sell	18,508 -18,746	-50%	-$1.1M	0.01%	522
2024 Q2	$2.19M	Sell	37,254 -837	-2%	-$48.6K	0.02%	394
2024 Q1	$2.27M	Sell	38,091 -304	-0.8%	-$17.8K	0.02%	379
2023 Q4	$2.3M	Sell	38,395 -436	-1%	-$23.5K	0.03%	301
2023 Q3	$2.03M	Buy	+38,831	New	+$2.14M	0.03%	299

Other funds holding XT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

MAI Capital Management's XT Position: Q3 2026 in Review

MAI Capital Management increased its iShares Future Exponential Technologies ETF (XT) stake by 0.03% in Q3 2026, buying an estimated $327 and bringing the position to 13,316 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #899.

MAI Capital Management first reported a position in XT in Q3 2023 and has held it in 13 quarters since. The position peaked at $2.3M in Q4 2023. 217 funds tracked by Wall St. Rank hold XT as of Q3 2026.

MAI Capital Management held 13,316 shares of iShares Future Exponential Technologies ETF worth $1.11M as of Q3 2026.
MAI Capital Management bought 4 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $327.
iShares Future Exponential Technologies ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q3 2026, its #899 holding.
MAI Capital Management first reported a position in iShares Future Exponential Technologies ETF in Q3 2023 and has held it in 13 quarters since.
MAI Capital Management's iShares Future Exponential Technologies ETF position peaked at $2.3M in Q4 2023.
217 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on MAI Capital Management's 13F filing for Q3 2026, filed 12 Nov 2026.