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Patriot Investment Management Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

Patriot Investment Management 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
2026
Q3 		$549K Hold
6,577
– – 0.03% 156
2026
Q2 		$543K Sell
6,577
-12
-0.2% -$937 0.03% 162
2026
Q1 		$449K Sell
6,589
-265
-4% -$18.8K 0.03% 166
2025
Q4 		$478K Buy
6,854
+1
+0% +$73 0.03% 167
2025
Q3 		$493K Sell
6,853
-839
-11% -$56.8K 0.03% 161
2025
Q2 		$502K Sell
7,692
-369
-5% -$22K 0.03% 159
2025
Q1 		$464K Sell
8,061
-235
-3% -$14.4K 0.03% 160
2024
Q4 		$495K Sell
8,296
-864
-9% -$52.5K 0.04% 157
2024
Q3 		$558K Hold
9,160
– – 0.04% 151
2024
Q2 		$539K Hold
9,160
– – 0.04% 151
2024
Q1 		$546K Hold
9,160
– – 0.04% 155
2023
Q4 		$548K Hold
9,160
– – 0.05% 152
2023
Q3 		$478K Sell
9,160
-1,346
-13% -$74.1K 0.04% 157
2023
Q2 		$584K Sell
10,506
-334
-3% -$17.6K 0.05% 151
2023
Q1 		$571K Sell
10,840
-80
-0.7% -$4.11K 0.05% 154
2022
Q4 		$582K Buy
10,920
+25
+0.2% +$1.2K 0.05% 157
2022
Q3 		$485K Hold
10,895
– – 0.05% 160
2022
Q2 		$522K Sell
10,895
-735
-6% -$38.1K 0.05% 159
2022
Q1 		$686K Buy
11,630
+112
+1% +$6.58K 0.06% 143
2021
Q4 		$761K Buy
11,518
+595
+5% +$38.8K 0.06% 137
2021
Q3 		$685K Buy
10,923
+162
+2% +$10.4K 0.06% 141
2021
Q2 		$680K Buy
10,761
+195
+2% +$12K 0.06% 145
2021
Q1 		$625K Buy
10,566
+2,577
+32% +$153K 0.06% 142
2020
Q4 		$457K Buy
7,989
+1,384
+21% +$73K 0.07% 123
2020
Q3 		$320K Buy
6,605
+40
+0.6% +$1.91K 0.04% 180
2020
Q2 		$292K Sell
6,565
-225
-3% -$9.23K 0.04% 186
2020
Q1 		$241K Hold
6,790
– – 0.04% 183
2019
Q4 		$290K Hold
6,790
– – 0.04% 191
2019
Q3 		$262K Hold
6,790
– – 0.04% 189
2019
Q2 		$261K Buy
6,790
+785
+13% +$29.9K 0.04% 191
2019
Q1 		$228K Buy
+6,005
New +$219K 0.03% 198

Other funds holding XT

Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
CNWM
Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FOR
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

Patriot Investment Management Group's XT Position: Q3 2026 in Review

Patriot Investment Management Group held its iShares Future Exponential Technologies ETF (XT) position steady in Q3 2026 at 6,577 shares worth $549K. The position accounts for 0.03% of the portfolio, ranked #156.

Patriot Investment Management Group first reported a position in XT in Q1 2019 and has held it in 31 quarters since. The position peaked at $761K in Q4 2021. 31 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • Patriot Investment Management Group held 6,577 shares of iShares Future Exponential Technologies ETF worth $549K as of Q3 2026.
  • Patriot Investment Management Group left its iShares Future Exponential Technologies ETF share count unchanged in Q3 2026.
  • iShares Future Exponential Technologies ETF made up 0.03% of Patriot Investment Management Group's portfolio in Q3 2026, its #156 holding.
  • Patriot Investment Management Group first reported a position in iShares Future Exponential Technologies ETF in Q1 2019 and has held it in 31 quarters since.
  • Patriot Investment Management Group's iShares Future Exponential Technologies ETF position peaked at $761K in Q4 2021.
  • 31 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Patriot Investment Management Group's 13F filing for Q3 2026, filed 15 Oct 2026.