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

Prime Capital 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
Q2 		$592K Buy
7,162
+660
+10% +$51.5K 0.01% 651
2026
Q1 		$443K Buy
6,502
+1,591
+32% +$113K 0.01% 702
2025
Q4 		$343K Buy
4,911
+7
+0.1% +$513 ﹤0.01% 774
2025
Q3 		$353K Sell
4,904
-447
-8% -$30.3K ﹤0.01% 753
2025
Q2 		$349K Sell
5,351
-144,958
-96% -$8.65M ﹤0.01% 717
2025
Q1 		$8.65M Buy
150,309
+142,117
+1,735% +$8.69M 0.1% 154
2024
Q4 		$489K Buy
8,192
+924
+13% +$56.2K 0.01% 576
2024
Q3 		$442K Sell
7,268
-234
-3% -$13.7K 0.01% 619
2024
Q2 		$441K Sell
7,502
-33,366
-82% -$1.94M 0.01% 609
2024
Q1 		$2.44M Buy
40,868
+36,348
+804% +$2.13M 0.03% 314
2023
Q4 		$271K Sell
4,520
-586
-11% -$31.6K ﹤0.01% 766
2023
Q3 		$267K Sell
5,106
-13,737
-73% -$756K 0.01% 615
2023
Q2 		$1.05M Buy
+18,843
New +$993K 0.02% 350
2022
Q2 		– Sell
-8,354
Closed -$552K – 438
2022
Q1 		$552K Hold
8,354
– – 0.03% 227
2021
Q4 		$552K Buy
+8,354
New +$544K 0.03% 229
2021
Q2 		– Sell
-174
Closed -$10K – 558
2021
Q1 		$10K Hold
174
– – ﹤0.01% 419
2020
Q4 		$10K Sell
174
-503
-74% -$26.5K ﹤0.01% 404
2020
Q3 		$33K Buy
677
+503
+289% +$24.1K ﹤0.01% 346
2020
Q2 		$8K Hold
174
– – ﹤0.01% 427
2020
Q1 		$6K Hold
174
– – ﹤0.01% 431
2019
Q4 		$7K Hold
174
– – ﹤0.01% 524
2019
Q3 		$7K Sell
174
-100
-36% -$3.85K ﹤0.01% 571
2019
Q2 		$11K Buy
+274
New +$10.4K ﹤0.01% 320

Other funds holding XT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.89T AUM 35.08% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return
AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

Prime Capital Investment Advisors's XT Position: Q2 2026 in Review

Prime Capital Investment Advisors increased its iShares Future Exponential Technologies ETF (XT) stake by 10% in Q2 2026, buying an estimated $51.5K and bringing the position to 7,162 shares worth $592K. The position accounts for 0.01% of the portfolio, ranked #651.

Prime Capital Investment Advisors first reported a position in XT in Q2 2019 and has held it in 23 quarters since. The position peaked at $8.65M in Q1 2025. 235 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Prime Capital Investment Advisors held 7,162 shares of iShares Future Exponential Technologies ETF worth $592K as of Q2 2026.
  • Prime Capital Investment Advisors bought 660 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $51.5K.
  • iShares Future Exponential Technologies ETF made up 0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #651 holding.
  • Prime Capital Investment Advisors first reported a position in iShares Future Exponential Technologies ETF in Q2 2019 and has held it in 23 quarters since.
  • Prime Capital Investment Advisors's iShares Future Exponential Technologies ETF position peaked at $8.65M in Q1 2025.
  • 235 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.