QWM
XT icon

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

Quaker 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
2025
Q2 		– Sell
-38
Closed -$2.19K – 1755
2025
Q1 		$2.19K Buy
+38
New +$2.32K ﹤0.01% 397

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
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
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

Quaker Wealth Management's XT Position: Q1 2026 in Review

Quaker Wealth Management sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2026, closing a stake of 38 shares — an estimated $2.65K sold.

Quaker Wealth Management first reported a position in XT in Q2 2025 and held it in 3 quarters. The position peaked at $2.73K in Q3 2025. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • Quaker Wealth Management reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2026 after selling out during the quarter.
  • Quaker Wealth Management sold 38 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $2.65K.
  • Quaker Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q2 2025 and held it in 3 quarters.
  • Quaker Wealth Management's iShares Future Exponential Technologies ETF position peaked at $2.73K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.