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McGinn Penninger Investment Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

McGinn Penninger Investment 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 		$574K Sell
6,945
-1,043
-13% -$81.4K 0.35% 28
2026
Q1 		$544K Sell
7,988
-520
-6% -$36.9K 0.36% 27
2025
Q4 		$593K Sell
8,508
-1,557
-15% -$114K 0.34% 29
2025
Q3 		$724K Sell
10,065
-1,116
-10% -$75.5K 0.42% 27
2025
Q2 		$730K Sell
11,181
-92
-0.8% -$5.49K 0.46% 28
2025
Q1 		$649K Buy
+11,273
New +$689K 0.42% 31

Other funds holding XT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

McGinn Penninger Investment Management's XT Position: Q2 2026 in Review

McGinn Penninger Investment Management reduced its iShares Future Exponential Technologies ETF (XT) stake by 13% in Q2 2026, selling an estimated $81.4K and leaving 6,945 shares worth $574K. The position accounts for 0.35% of the portfolio, ranked #28.

McGinn Penninger Investment Management first reported a position in XT in Q1 2025 and has held it in 6 quarters since. The position peaked at $730K in Q2 2025. 173 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • McGinn Penninger Investment Management held 6,945 shares of iShares Future Exponential Technologies ETF worth $574K as of Q2 2026.
  • McGinn Penninger Investment Management sold 1,043 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $81.4K.
  • iShares Future Exponential Technologies ETF made up 0.35% of McGinn Penninger Investment Management's portfolio in Q2 2026, its #28 holding.
  • McGinn Penninger Investment Management first reported a position in iShares Future Exponential Technologies ETF in Q1 2025 and has held it in 6 quarters since.
  • McGinn Penninger Investment Management's iShares Future Exponential Technologies ETF position peaked at $730K in Q2 2025.
  • 173 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on McGinn Penninger Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.