SMA
XT icon

Sage Mountain Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Sage Mountain 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
Q1 		$17.2K Hold
252
– – ﹤0.01% 267
2025
Q4 		$17.6K Hold
252
– – ﹤0.01% 544
2025
Q3 		$18.1K Hold
252
– – ﹤0.01% 529
2025
Q2 		$16.4K Hold
252
– – ﹤0.01% 474
2025
Q1 		$14.5K Hold
252
– – ﹤0.01% 465
2024
Q4 		$15K Hold
252
– – ﹤0.01% 452
2024
Q3 		$15.3K Hold
252
– – ﹤0.01% 463
2024
Q2 		$14.8K Buy
+252
New +$14.6K ﹤0.01% 400

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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $666B 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

Sage Mountain Advisors's XT Position: Q1 2026 in Review

Sage Mountain Advisors held its iShares Future Exponential Technologies ETF (XT) position steady in Q1 2026 at 252 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Sage Mountain Advisors first reported a position in XT in Q2 2024 and has held it in 8 quarters since. The position peaked at $18.1K in Q3 2025. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • Sage Mountain Advisors held 252 shares of iShares Future Exponential Technologies ETF worth $17.2K as of Q1 2026.
  • Sage Mountain Advisors left its iShares Future Exponential Technologies ETF share count unchanged in Q1 2026.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #267 holding.
  • Sage Mountain Advisors first reported a position in iShares Future Exponential Technologies ETF in Q2 2024 and has held it in 8 quarters since.
  • Sage Mountain Advisors's iShares Future Exponential Technologies ETF position peaked at $18.1K in Q3 2025.
  • 267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.