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Park Square Financial Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

Park Square Financial Group’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
2025
Q3 		– Sell
-860
Closed -$56.1K – 982
2025
Q2 		$56.1K Hold
860
– – 0.04% 281
2025
Q1 		$49.5K Buy
860
+160
+23% +$9.78K 0.04% 267
2024
Q4 		$41.8K Buy
+700
New +$42.6K 0.03% 306

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Park Square Financial Group's XT Position: Q3 2025 in Review

Park Square Financial Group sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2025, closing a stake of 860 shares — an estimated $56.1K sold.

Park Square Financial Group first reported a position in XT in Q4 2024 and held it in 3 quarters. The position peaked at $56.1K in Q2 2025. 269 funds tracked by Wall St. Rank hold XT as of Q3 2025.

  • Park Square Financial Group reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2025 after selling out during the quarter.
  • Park Square Financial Group sold 860 iShares Future Exponential Technologies ETF shares in Q3 2025, an estimated $56.1K.
  • Park Square Financial Group first reported a position in iShares Future Exponential Technologies ETF in Q4 2024 and held it in 3 quarters.
  • Park Square Financial Group's iShares Future Exponential Technologies ETF position peaked at $56.1K in Q2 2025.
  • 269 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2025.

Based on Park Square Financial Group's 13F filing for Q3 2025, filed 12 Nov 2025.