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Optima Capital’s iShares Future Exponential Technologies ETF XT Stock Holding History

Optima Capital’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 		– Sell
-360
Closed -$25.1K – 1335
2025
Q4 		$25.1K Buy
+360
New +$26.4K 0.01% 395

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
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

Optima Capital's XT Position: Q1 2026 in Review

Optima Capital sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2026, closing a stake of 360 shares — an estimated $25.1K sold.

Optima Capital first reported a position in XT in Q4 2025 and held it in 1 quarter. The position peaked at $25.1K in Q4 2025. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • Optima Capital reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2026 after selling out during the quarter.
  • Optima Capital sold 360 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $25.1K.
  • Optima Capital first reported a position in iShares Future Exponential Technologies ETF in Q4 2025 and held it in 1 quarter.
  • Optima Capital's iShares Future Exponential Technologies ETF position peaked at $25.1K in Q4 2025.
  • 267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.