Mark Sheptoff Financial Planning’s Xtrackers Artificial Intelligence and Big Data ETF XAIX Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio XAIX Stock Details XAIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.43K	Buy	112 +98	+700%	+$5.05K	﹤0.01%	421
2026 Q1	$703	Hold	14	–	–	﹤0.01%	490
2025 Q4	$602	Hold	14	–	–	﹤0.01%	490
2025 Q3	$581	Hold	14	–	–	﹤0.01%	466
2025 Q2	$536	Hold	14	–	–	﹤0.01%	494
2025 Q1	$440	Buy	+14	New	+$474	﹤0.01%	426

Other funds holding XAIX

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

CPL

CAP Partners LLC Franklin, Tennessee $204M AUM 21.73% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

PWMAG

Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.68B AUM 31.18% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Mark Sheptoff Financial Planning's XAIX Position: Q2 2026 in Review

Mark Sheptoff Financial Planning increased its Xtrackers Artificial Intelligence and Big Data ETF (XAIX) stake by 700% in Q2 2026, buying an estimated $5.05K and bringing the position to 112 shares worth $6.43K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Mark Sheptoff Financial Planning first reported a position in XAIX in Q1 2025 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold XAIX as of Q2 2026.

Mark Sheptoff Financial Planning held 112 shares of Xtrackers Artificial Intelligence and Big Data ETF worth $6.43K as of Q2 2026.
Mark Sheptoff Financial Planning bought 98 Xtrackers Artificial Intelligence and Big Data ETF shares in Q2 2026, an estimated $5.05K.
Xtrackers Artificial Intelligence and Big Data ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #421 holding.
Mark Sheptoff Financial Planning first reported a position in Xtrackers Artificial Intelligence and Big Data ETF in Q1 2025 and has held it in 6 quarters since.
48 funds tracked by Wall St. Rank held Xtrackers Artificial Intelligence and Big Data ETF as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.