PFG Private Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

PFG Private Wealth Management’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	$291K	Hold	4,277	–	–	0.12%	62
2025 Q4	$298K	Buy	+4,277	New	+$313K	0.13%	51
2025 Q3	–	Sell	-4,310	Closed	-$281K	–	153
2025 Q2	$281K	Hold	4,310	–	–	0.14%	48
2025 Q1	$248K	Hold	4,310	–	–	0.13%	47
2024 Q4	$257K	Buy	4,310 +33	+0.8%	+$2.01K	0.15%	41
2024 Q3	$260K	Hold	4,277	–	–	0.15%	42
2024 Q2	$252K	Hold	4,277	–	–	0.15%	42
2024 Q1	$255K	Hold	4,277	–	–	0.16%	40
2023 Q4	$256K	Hold	4,277	–	–	0.17%	32
2023 Q3	$223K	Hold	4,277	–	–	0.17%	28
2023 Q2	$238K	Sell	4,277 -383	-8%	-$20.2K	0.14%	40
2023 Q1	$246K	Hold	4,660	–	–	0.16%	36
2022 Q4	$221K	Hold	4,660	–	–	0.14%	50
2022 Q3	$208K	Hold	4,660	–	–	0.14%	49
2022 Q2	$223K	Hold	4,660	–	–	0.13%	57
2022 Q1	$275K	Hold	4,660	–	–	0.14%	47
2021 Q4	$308K	Sell	4,660 -175	-4%	-$11.4K	0.16%	54
2021 Q3	$303K	Hold	4,835	–	–	0.18%	49
2021 Q2	$306K	Hold	4,835	–	–	0.2%	48
2021 Q1	$286K	Hold	4,835	–	–	0.2%	37
2020 Q4	$277K	Hold	4,835	–	–	0.21%	40
2020 Q3	$235K	Buy	4,835 +175	+4%	+$8.37K	0.2%	42
2020 Q2	$207K	Buy	+4,660	New	+$191K	0.19%	41

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 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

PFG Private Wealth Management's XT Position: Q1 2026 in Review

PFG Private Wealth Management held its iShares Future Exponential Technologies ETF (XT) position steady in Q1 2026 at 4,277 shares worth $291K. The position accounts for 0.12% of the portfolio, ranked #62.

PFG Private Wealth Management first reported a position in XT in Q2 2020 and has held it in 23 quarters since. The position peaked at $308K in Q4 2021. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

PFG Private Wealth Management held 4,277 shares of iShares Future Exponential Technologies ETF worth $291K as of Q1 2026.
PFG Private Wealth Management left its iShares Future Exponential Technologies ETF share count unchanged in Q1 2026.
iShares Future Exponential Technologies ETF made up 0.12% of PFG Private Wealth Management's portfolio in Q1 2026, its #62 holding.
PFG Private Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q2 2020 and has held it in 23 quarters since.
PFG Private Wealth Management's iShares Future Exponential Technologies ETF position peaked at $308K in Q4 2021.
267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on PFG Private Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.