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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
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

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return