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Retirement Planning Group (Kansas)’s iShares Future Exponential Technologies ETF XT Stock Holding History

Retirement Planning Group (Kansas)’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
Q1 		– Sell
-3,025
Closed -$211K – 508
2025
Q4 		$211K Buy
+3,025
New +$222K 0.01% 405
2022
Q2 		– Sell
-337,416
Closed -$19.9M – 137
2022
Q1 		$19.9M Sell
337,416
-1,384,195
-80% -$81.4M 2.18% 11
2021
Q4 		$114M Buy
1,721,611
+21,529
+1% +$1.4M 11% 2
2021
Q3 		$107M Buy
1,700,082
+95,125
+6% +$6.13M 12.13% 2
2021
Q2 		$102M Buy
1,604,957
+116,273
+8% +$7.16M 11.66% 2
2021
Q1 		$88.2M Sell
1,488,684
-17,357
-1% -$1.03M 12.14% 2
2020
Q4 		$86.2M Sell
1,506,041
-45,990
-3% -$2.43M 12.49% 2
2020
Q3 		$75.4M Buy
1,552,031
+647,602
+72% +$31M 12.3% 2
2020
Q2 		$40.3M Buy
+904,429
New +$37.1M 7.4% 3

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 $376B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B 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 $564B 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