Raymond James Financial’s iShares Future Exponential Technologies ETF XT Stock Holding History

Raymond James Financial’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	$19.4M	Buy	234,347 +26,169	+13%	+$2.04M	0.01%	1586
2026 Q1	$14.2M	Buy	208,178 +1,858	+0.9%	+$132K	﹤0.01%	1734
2025 Q4	$14.4M	Sell	206,320 -3,917	-2%	-$287K	﹤0.01%	1681
2025 Q3	$15.1M	Buy	210,237 +270	+0.1%	+$18.3K	﹤0.01%	1614
2025 Q2	$13.7M	Sell	209,967 -852	-0.4%	-$50.8K	﹤0.01%	1635
2025 Q1	$12.1M	Sell	210,819 -25,187	-11%	-$1.54M	﹤0.01%	1665
2024 Q4	$14.1M	Buy	+236,006	New	+$14.3M	0.01%	1581

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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Raymond James Financial's XT Position: Q2 2026 in Review

Raymond James Financial increased its iShares Future Exponential Technologies ETF (XT) stake by 13% in Q2 2026, buying an estimated $2.04M and bringing the position to 234,347 shares worth $19.4M. The position accounts for 0.01% of the portfolio, ranked #1586.

Raymond James Financial first reported a position in XT in Q4 2024 and has held it in 7 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Raymond James Financial held 234,347 shares of iShares Future Exponential Technologies ETF worth $19.4M as of Q2 2026.
Raymond James Financial bought 26,169 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $2.04M.
iShares Future Exponential Technologies ETF made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1586 holding.
Raymond James Financial first reported a position in iShares Future Exponential Technologies ETF in Q4 2024 and has held it in 7 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.