NFP Retirement Inc’s iShares Future Exponential Technologies ETF XT Stock Holding History

NFP Retirement Inc’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	$917K	Sell	13,452 -1,486	-10%	-$106K	0.06%	144
2025 Q4	$1.04M	Hold	14,938	–	–	0.06%	131
2025 Q3	$1.07M	Hold	14,938	–	–	0.07%	124
2025 Q2	$975K	Buy	+14,938	New	+$891K	0.06%	140

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B 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 $666B 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

NFP Retirement Inc's XT Position: Q1 2026 in Review

NFP Retirement Inc reduced its iShares Future Exponential Technologies ETF (XT) stake by 9.9% in Q1 2026, selling an estimated $106K and leaving 13,452 shares worth $917K. The position accounts for 0.06% of the portfolio, ranked #144.

NFP Retirement Inc first reported a position in XT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.07M in Q3 2025. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

NFP Retirement Inc held 13,452 shares of iShares Future Exponential Technologies ETF worth $917K as of Q1 2026.
NFP Retirement Inc sold 1,486 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $106K.
iShares Future Exponential Technologies ETF made up 0.06% of NFP Retirement Inc's portfolio in Q1 2026, its #144 holding.
NFP Retirement Inc first reported a position in iShares Future Exponential Technologies ETF in Q2 2025 and has held it in 4 quarters since.
NFP Retirement Inc's iShares Future Exponential Technologies ETF position peaked at $1.07M in Q3 2025.
267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.