Red Reef Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Red Reef 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	–	Sell	-35	Closed	-$2.38K	–	193
2026 Q1	$2.38K	Hold	35	–	–	﹤0.01%	173
2025 Q4	$2.44K	Buy	+35	New	+$2.56K	﹤0.01%	164

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

Red Reef Advisors's XT Position: Q2 2026 in Review

Red Reef Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2026, closing a stake of 35 shares — an estimated $2.38K sold.

Red Reef Advisors first reported a position in XT in Q4 2025 and held it in 2 quarters. The position peaked at $2.44K in Q4 2025. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Red Reef Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2026 after selling out during the quarter.
Red Reef Advisors sold 35 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $2.38K.
Red Reef Advisors first reported a position in iShares Future Exponential Technologies ETF in Q4 2025 and held it in 2 quarters.
Red Reef Advisors's iShares Future Exponential Technologies ETF position peaked at $2.44K in Q4 2025.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Red Reef Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.