Private Advisory Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

Private Advisory 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 Q2	$11.1M	Buy	134,343 +21,057	+19%	+$1.64M	0.6%	49
2026 Q1	$7.72M	Buy	+113,286	New	+$8.05M	0.51%	63

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Private Advisory Group's XT Position: Q2 2026 in Review

Private Advisory Group increased its iShares Future Exponential Technologies ETF (XT) stake by 19% in Q2 2026, buying an estimated $1.64M and bringing the position to 134,343 shares worth $11.1M. The position accounts for 0.6% of the portfolio, ranked #49.

Private Advisory Group first reported a position in XT in Q1 2026 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Private Advisory Group held 134,343 shares of iShares Future Exponential Technologies ETF worth $11.1M as of Q2 2026.
Private Advisory Group bought 21,057 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $1.64M.
iShares Future Exponential Technologies ETF made up 0.6% of Private Advisory Group's portfolio in Q2 2026, its #49 holding.
Private Advisory Group first reported a position in iShares Future Exponential Technologies ETF in Q1 2026 and has held it in 2 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.