Richard W. Paul & Associates’s iShares Future Exponential Technologies ETF XT Stock Holding History

Richard W. Paul & Associates’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 Q1	–	Sell	-153	Closed	-$9.13K	–	513
2024 Q4	$9.13K	Hold	153	–	–	﹤0.01%	314
2024 Q3	$9.31K	Sell	153 -800	-84%	-$47K	﹤0.01%	314
2024 Q2	$56.1K	Hold	953	–	–	0.02%	207
2024 Q1	$56.8K	Buy	+953	New	+$55.9K	0.02%	212
2023 Q4	–	Sell	-953	Closed	-$49.8K	–	543
2023 Q3	$49.8K	Hold	953	–	–	0.02%	202
2023 Q2	$53K	Hold	953	–	–	0.02%	214
2023 Q1	$50.2K	Hold	953	–	–	0.02%	219
2022 Q4	$45.1K	Buy	+953	New	+$45.6K	0.02%	223

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Richard W. Paul & Associates's XT Position: Q1 2025 in Review

Richard W. Paul & Associates sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2025, closing a stake of 153 shares — an estimated $9.13K sold.

Richard W. Paul & Associates first reported a position in XT in Q4 2022 and held it in 8 quarters. The position peaked at $56.8K in Q1 2024. 245 funds tracked by Wall St. Rank hold XT as of Q1 2025.

Richard W. Paul & Associates reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2025 after selling out during the quarter.
Richard W. Paul & Associates sold 153 iShares Future Exponential Technologies ETF shares in Q1 2025, an estimated $9.13K.
Richard W. Paul & Associates first reported a position in iShares Future Exponential Technologies ETF in Q4 2022 and held it in 8 quarters.
Richard W. Paul & Associates's iShares Future Exponential Technologies ETF position peaked at $56.8K in Q1 2024.
245 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2025.

Based on Richard W. Paul & Associates's 13F filing for Q1 2025, filed 12 May 2025.