Ritter Daniher Financial Advisory’s iShares Future Exponential Technologies ETF XT Stock Holding History

Ritter Daniher Financial Advisory’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	$17.2K	Hold	208	–	–	﹤0.01%	382
2026 Q1	$14.2K	Hold	208	–	–	﹤0.01%	396
2025 Q4	$14.5K	Buy	208 +83	+66%	+$6.08K	﹤0.01%	385
2025 Q3	$8.99K	Hold	125	–	–	﹤0.01%	336
2025 Q2	$8.16K	Hold	125	–	–	﹤0.01%	268
2025 Q1	$7.2K	Hold	125	–	–	﹤0.01%	258
2024 Q4	$7.46K	Hold	125	–	–	﹤0.01%	249
2024 Q3	$7.61K	Hold	125	–	–	﹤0.01%	250
2024 Q2	$7.35K	Hold	125	–	–	﹤0.01%	244
2024 Q1	$7.45K	Hold	125	–	–	﹤0.01%	236
2023 Q4	$7.48K	Hold	125	–	–	﹤0.01%	250
2023 Q3	$6.53K	Hold	125	–	–	﹤0.01%	256
2023 Q2	$6.95K	Hold	125	–	–	﹤0.01%	238
2023 Q1	$6.59K	Hold	125	–	–	﹤0.01%	224
2022 Q4	$5.92K	Hold	125	–	–	﹤0.01%	221
2022 Q3	$6K	Hold	125	–	–	﹤0.01%	195
2022 Q2	$6K	Hold	125	–	–	﹤0.01%	193
2022 Q1	$7K	Hold	125	–	–	﹤0.01%	187
2021 Q4	$8K	Hold	125	–	–	0.01%	172
2021 Q3	$8K	Hold	125	–	–	0.01%	171
2021 Q2	$8K	Hold	125	–	–	0.01%	165
2021 Q1	$7K	Hold	125	–	–	0.01%	159
2020 Q4	$7K	Buy	+125	New	+$6.59K	0.01%	154

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

Ritter Daniher Financial Advisory's XT Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 208 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Ritter Daniher Financial Advisory first reported a position in XT in Q4 2020 and has held it in 23 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Ritter Daniher Financial Advisory held 208 shares of iShares Future Exponential Technologies ETF worth $17.2K as of Q2 2026.
Ritter Daniher Financial Advisory left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #382 holding.
Ritter Daniher Financial Advisory first reported a position in iShares Future Exponential Technologies ETF in Q4 2020 and has held it in 23 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.