NFP Retirement Inc
XT icon

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
Q3 		$1.12M Hold
13,452
– – 0.06% 144
2026
Q2 		$1.11M Hold
13,452
– – 0.06% 135
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Stratos Investment Management
Stratos Investment Management Beachwood, Ohio $2.4B AUM 14.23% 1-Year Est. Return

NFP Retirement Inc's XT Position: Q3 2026 in Review

NFP Retirement Inc held its iShares Future Exponential Technologies ETF (XT) position steady in Q3 2026 at 13,452 shares worth $1.12M. 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 6 quarters since. 251 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • NFP Retirement Inc held 13,452 shares of iShares Future Exponential Technologies ETF worth $1.12M as of Q3 2026.
  • NFP Retirement Inc left its iShares Future Exponential Technologies ETF share count unchanged in Q3 2026.
  • iShares Future Exponential Technologies ETF made up 0.06% of NFP Retirement Inc's portfolio in Q3 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 6 quarters since.
  • 251 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on NFP Retirement Inc's 13F filing for Q3 2026, filed 12 Nov 2026.