Osaic Holdings
XT icon

Osaic Holdings’s iShares Future Exponential Technologies ETF XT Stock Holding History

Osaic Holdings’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 		$4.72M Buy
57,054
+1,546
+3% +$121K 0.01% 1577
2026
Q1 		$3.78M Sell
55,508
-1,287
-2% -$91.4K 0.01% 1549
2025
Q4 		$3.96M Buy
56,795
+7,279
+15% +$533K 0.01% 1548
2025
Q3 		$3.5M Buy
49,516
+6,192
+14% +$419K ﹤0.01% 1744
2025
Q2 		$2.83M Sell
43,324
-2,689
-6% -$160K 0.01% 1635
2025
Q1 		$2.65M Buy
46,013
+3,678
+9% +$225K 0.01% 1452
2024
Q4 		$2.53M Sell
42,335
-166
-0.4% -$10.1K 0.01% 1488
2024
Q3 		$2.59M Sell
42,501
-2,212
-5% -$130K 0.01% 1495
2024
Q2 		$2.63M Sell
44,713
-23,026
-34% -$1.34M 0.01% 1435
2024
Q1 		$4.04M Buy
67,739
+17,991
+36% +$1.06M 0.01% 1187
2023
Q4 		$2.98M Sell
49,748
-14,369
-22% -$775K 0.01% 1545
2023
Q3 		$3.35M Sell
64,117
-31,892
-33% -$1.76M ﹤0.01% 1575
2023
Q2 		$5.34M Buy
96,009
+8,706
+10% +$459K 0.01% 1127
2023
Q1 		$4.6M Sell
87,303
-13,241
-13% -$681K 0.01% 1216
2022
Q4 		$4.76M Sell
100,544
-587
-0.6% -$28.1K 0.01% 1133
2022
Q3 		$4.51M Sell
101,131
-280
-0.3% -$14K 0.01% 1079
2022
Q2 		$4.86M Buy
101,411
+333
+0.3% +$17.3K 0.01% 1053
2022
Q1 		$13.3M Sell
101,078
-31,217
-24% -$1.84M 0.03% 612
2021
Q4 		$8.74M Sell
132,295
-28,425
-18% -$1.85M 0.02% 800
2021
Q3 		$10.1M Buy
160,720
+2,102
+1% +$135K 0.02% 669
2021
Q2 		$10M Buy
158,618
+16,445
+12% +$1.01M 0.02% 642
2021
Q1 		$8.43M Buy
142,173
+29,111
+26% +$1.73M 0.02% 668
2020
Q4 		$6.47M Buy
113,062
+4,408
+4% +$233K 0.02% 712
2020
Q3 		$5.24M Buy
108,654
+16,711
+18% +$799K 0.02% 743
2020
Q2 		$4.09M Buy
91,943
+47,167
+105% +$1.93M 0.01% 799
2020
Q1 		$1.6M Buy
+44,776
New +$1.83M 0.01% 1196

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings's XT Position: Q2 2026 in Review

Osaic Holdings increased its iShares Future Exponential Technologies ETF (XT) stake by 2.8% in Q2 2026, buying an estimated $121K and bringing the position to 57,054 shares worth $4.72M. The position accounts for 0.01% of the portfolio, ranked #1577.

Osaic Holdings first reported a position in XT in Q1 2020 and has held it in 26 quarters since. The position peaked at $13.3M in Q1 2022. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Osaic Holdings held 57,054 shares of iShares Future Exponential Technologies ETF worth $4.72M as of Q2 2026.
  • Osaic Holdings bought 1,546 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $121K.
  • iShares Future Exponential Technologies ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #1577 holding.
  • Osaic Holdings first reported a position in iShares Future Exponential Technologies ETF in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's iShares Future Exponential Technologies ETF position peaked at $13.3M in Q1 2022.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.