Prospera Financial Services’s iShares Future Exponential Technologies ETF XT Stock Holding History

Prospera Financial Services’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
2025 Q2	–	Sell	-21,851	Closed	-$1.26M	–	1355
2025 Q1	$1.26M	Buy	+21,851	New	+$1.34M	0.03%	500
2022 Q2	–	Sell	-1,512	Closed	-$89K	–	2651
2022 Q1	$89K	Buy	+1,512	New	+$88.9K	﹤0.01%	1154
2020 Q4	–	Sell	-400	Closed	-$19K	–	1606
2020 Q3	$19K	Buy	+400	New	+$19.1K	0.01%	920

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Prospera Financial Services's XT Position: Q2 2025 in Review

Prospera Financial Services sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2025, closing a stake of 21,851 shares — an estimated $1.26M sold.

Prospera Financial Services first reported a position in XT in Q3 2020 and held it in 3 quarters. The position peaked at $1.26M in Q1 2025. 263 funds tracked by Wall St. Rank hold XT as of Q2 2025.

Prospera Financial Services reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2025 after selling out during the quarter.
Prospera Financial Services sold 21,851 iShares Future Exponential Technologies ETF shares in Q2 2025, an estimated $1.26M.
Prospera Financial Services first reported a position in iShares Future Exponential Technologies ETF in Q3 2020 and held it in 3 quarters.
Prospera Financial Services's iShares Future Exponential Technologies ETF position peaked at $1.26M in Q1 2025.
263 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2025.

Based on Prospera Financial Services's 13F filing for Q2 2025, filed 6 Aug 2025.