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MOS
MGO One Seven’s
iShares Future Exponential Technologies ETF
XT
Stock Holding History
MGO One Seven’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
$5.04M
Buy
73,947
+1,380
+2%
+$98K
0.1%
236
2025
Q4
$5.06M
Buy
72,567
+1
+0%
+$73
0.1%
236
2025
Q3
$5.22M
Sell
72,566
-812
-1%
-$55K
0.12%
191
2025
Q2
$4.79M
Buy
73,378
+2,498
+4%
+$149K
0.15%
146
2025
Q1
$4.08M
Buy
70,880
+332
+0.5%
+$20.3K
0.16%
139
2024
Q4
$4.21M
Buy
70,548
+8,238
+13%
+$501K
0.16%
142
2024
Q3
$3.79M
Buy
62,310
+42,604
+216%
+$2.5M
0.16%
139
2024
Q2
$1.16M
Sell
19,706
-30,672
-61%
-$1.78M
0.06%
344
2024
Q1
$3M
Buy
+50,378
New
+$2.96M
0.16%
154
2022
Q4
–
Sell
-9,013
Closed
-$1.54K
–
789
2022
Q3
$1.54K
Sell
9,013
-497
-5%
-$24.8K
0.06%
182
2022
Q2
$456K
Sell
9,510
-2,324
-20%
-$121K
0.06%
347
2022
Q1
$699K
Buy
+11,834
New
+$696K
0.08%
288
Other funds holding XT
Financial Engines Advisors
Santa Clara, California
$49.2B AUM
14.31%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Baird Financial Group
Milwaukee, Wisconsin
$64B AUM
22.64%
1-Year Est. Return
Commonwealth Equity Services
Waltham, Massachusetts
$71.6B AUM
21.08%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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