MSFP
XAIX

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
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

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $177M AUM 20.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PWMAG
Pinnacle Wealth Management Advisory Group Red Bank, New Jersey $1.46B AUM 22.77% 1-Year Est. Return
CIC
Carnegie Investment Counsel Pepper Pike, Ohio $5.13B AUM 22.98% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $4.98B AUM 22.72% 1-Year Est. Return

Mark Sheptoff Financial Planning's XAIX Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Xtrackers Artificial Intelligence and Big Data ETF (XAIX) position steady in Q1 2026 at 14 shares worth $703. The position accounts for ﹤0.01% of the portfolio, ranked #490.

Mark Sheptoff Financial Planning first reported a position in XAIX in Q1 2025 and has held it in 5 quarters since. 35 funds tracked by Wall St. Rank hold XAIX as of Q1 2026.

  • Mark Sheptoff Financial Planning held 14 shares of Xtrackers Artificial Intelligence and Big Data ETF worth $703 as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Xtrackers Artificial Intelligence and Big Data ETF share count unchanged in Q1 2026.
  • Xtrackers Artificial Intelligence and Big Data ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #490 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 5 quarters since.
  • 35 funds tracked by Wall St. Rank held Xtrackers Artificial Intelligence and Big Data ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.