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Perennial Investment Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Perennial Investment Advisors’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 		$222K Sell
3,252
-33
-1% -$2.34K 0.02% 457
2025
Q4 		$229K Buy
3,285
+91
+3% +$6.67K 0.02% 439
2025
Q3 		$230K Sell
3,194
-267
-8% -$18.1K 0.02% 429
2025
Q2 		$226K Buy
+3,461
New +$206K 0.02% 420

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

Perennial Investment Advisors's XT Position: Q1 2026 in Review

Perennial Investment Advisors reduced its iShares Future Exponential Technologies ETF (XT) stake by 1% in Q1 2026, selling an estimated $2.34K and leaving 3,252 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #457.

Perennial Investment Advisors first reported a position in XT in Q2 2025 and has held it in 4 quarters since. The position peaked at $230K in Q3 2025. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • Perennial Investment Advisors held 3,252 shares of iShares Future Exponential Technologies ETF worth $222K as of Q1 2026.
  • Perennial Investment Advisors sold 33 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $2.34K.
  • iShares Future Exponential Technologies ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #457 holding.
  • Perennial Investment Advisors first reported a position in iShares Future Exponential Technologies ETF in Q2 2025 and has held it in 4 quarters since.
  • Perennial Investment Advisors's iShares Future Exponential Technologies ETF position peaked at $230K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.