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

PFG 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
Q3 		$359K Sell
4,300
-541
-11% -$44.3K 0.02% 601
2026
Q2 		$400K Sell
4,841
-3,569
-42% -$279K 0.02% 591
2026
Q1 		$573K Sell
8,410
-13,876
-62% -$986K 0.03% 513
2025
Q4 		$1.55M Sell
22,286
-17,098
-43% -$1.25M 0.08% 285
2025
Q3 		$2.83M Sell
39,384
-314
-0.8% -$21.3K 0.12% 207
2025
Q2 		$2.59M Buy
39,698
+3,662
+10% +$218K 0.12% 169
2025
Q1 		$2.07M Buy
36,036
+1,890
+6% +$116K 0.12% 212
2024
Q4 		$2.04M Buy
34,146
+2,588
+8% +$157K 0.12% 188
2024
Q3 		$1.92M Buy
31,558
+2,510
+9% +$147K 0.12% 199
2024
Q2 		$1.71M Sell
29,048
-549
-2% -$31.9K 0.12% 206
2024
Q1 		$1.76M Buy
29,597
+3,115
+12% +$183K 0.13% 193
2023
Q4 		$1.59M Sell
26,482
-63
-0.2% -$3.4K 0.13% 192
2023
Q3 		$1.39M Buy
26,545
+5,099
+24% +$281K 0.12% 192
2023
Q2 		$1.19M Buy
21,446
+1,728
+9% +$91.1K 0.09% 253
2023
Q1 		$1.04M Buy
19,718
+14,249
+261% +$732K 0.09% 273
2022
Q4 		$259K Sell
5,469
-51
-0.9% -$2.44K 0.03% 478
2022
Q3 		$246K Sell
5,520
-6,923
-56% -$345K 0.03% 452
2022
Q2 		$596K Sell
12,443
-2,596
-17% -$135K 0.07% 232
2022
Q1 		$888K Sell
15,039
-1,606
-10% -$94.4K 0.09% 206
2021
Q4 		$1.1M Buy
16,645
+3,477
+26% +$227K 0.11% 233
2021
Q3 		$826K Buy
13,168
+1,414
+12% +$91.1K 0.09% 273
2021
Q2 		$743K Buy
11,754
+488
+4% +$30K 0.09% 270
2021
Q1 		$667K Buy
11,266
+3,451
+44% +$205K 0.09% 260
2020
Q4 		$447K Buy
7,815
+308
+4% +$16.2K 0.08% 254
2020
Q3 		$375K Buy
+7,507
New +$359K 0.07% 263

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
BW
BostonPremier Wealth Hanover, Massachusetts $245M AUM 21.45% 1-Year Est. Return

PFG Advisors's XT Position: Q3 2026 in Review

PFG Advisors reduced its iShares Future Exponential Technologies ETF (XT) stake by 11% in Q3 2026, selling an estimated $44.3K and leaving 4,300 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #601.

PFG Advisors first reported a position in XT in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.83M in Q3 2025. 33 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • PFG Advisors held 4,300 shares of iShares Future Exponential Technologies ETF worth $359K as of Q3 2026.
  • PFG Advisors sold 541 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $44.3K.
  • iShares Future Exponential Technologies ETF made up 0.02% of PFG Advisors's portfolio in Q3 2026, its #601 holding.
  • PFG Advisors first reported a position in iShares Future Exponential Technologies ETF in Q3 2020 and has held it in 25 quarters since.
  • PFG Advisors's iShares Future Exponential Technologies ETF position peaked at $2.83M in Q3 2025.
  • 33 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.