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 Q2	$20.8K	Hold	252	–	–	﹤0.01%	283
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 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

Sage Mountain Advisors's XT Position: Q2 2026 in Review

Sage Mountain Advisors held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 252 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Sage Mountain Advisors first reported a position in XT in Q2 2024 and has held it in 9 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Sage Mountain Advisors held 252 shares of iShares Future Exponential Technologies ETF worth $20.8K as of Q2 2026.
Sage Mountain Advisors left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #283 holding.
Sage Mountain Advisors first reported a position in iShares Future Exponential Technologies ETF in Q2 2024 and has held it in 9 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.