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 Q2	$229K	Buy	+2,767	New	+$216K	0.01%	505
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 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

Retirement Planning Group (Kansas)'s XT Position: Q2 2026 in Review

Retirement Planning Group (Kansas) opened a new position in iShares Future Exponential Technologies ETF (XT) in Q2 2026: 2,767 shares worth $229K. The stake represents 0.01% of the portfolio and ranks #505 among its holdings. This is a return to the name: Retirement Planning Group (Kansas) previously reported a position in XT as recently as Q4 2025.

Retirement Planning Group (Kansas) first reported a position in XT in Q2 2020 and has held it in 10 quarters since. The position peaked at $114M in Q4 2021. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Retirement Planning Group (Kansas) held 2,767 shares of iShares Future Exponential Technologies ETF worth $229K as of Q2 2026.
iShares Future Exponential Technologies ETF was a new Retirement Planning Group (Kansas) position in Q2 2026.
iShares Future Exponential Technologies ETF made up 0.01% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #505 holding.
Retirement Planning Group (Kansas) first reported a position in iShares Future Exponential Technologies ETF in Q2 2020 and has held it in 10 quarters since.
Retirement Planning Group (Kansas)'s iShares Future Exponential Technologies ETF position peaked at $114M in Q4 2021.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.