Oppenheimer & Co’s iShares Future Exponential Technologies ETF XT Stock Holding History

Oppenheimer & Co’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	$434K	Buy	5,255 +635	+14%	+$49.6K	﹤0.01%	1325
2026 Q1	$315K	Buy	4,620 +44	+1%	+$3.13K	﹤0.01%	1367
2025 Q4	$319K	Buy	4,576 +91	+2%	+$6.67K	﹤0.01%	1254
2025 Q3	$323K	Buy	4,485 +10	+0.2%	+$677	﹤0.01%	1349
2025 Q2	$292K	Buy	+4,475	New	+$267K	﹤0.01%	1366

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oppenheimer & Co's XT Position: Q2 2026 in Review

Oppenheimer & Co increased its iShares Future Exponential Technologies ETF (XT) stake by 14% in Q2 2026, buying an estimated $49.6K and bringing the position to 5,255 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

Oppenheimer & Co first reported a position in XT in Q2 2025 and has held it in 5 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Oppenheimer & Co held 5,255 shares of iShares Future Exponential Technologies ETF worth $434K as of Q2 2026.
Oppenheimer & Co bought 635 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $49.6K.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1325 holding.
Oppenheimer & Co first reported a position in iShares Future Exponential Technologies ETF in Q2 2025 and has held it in 5 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.