Sax Wealth Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Sax Wealth 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	$655K	Sell	9,610 -1,668	-15%	-$130K	0.03%	286
2026 Q1	$787K	Hold	11,278	–	–	0.04%	224
2025 Q4	$787K	Sell	11,278 -5	-0%	-$366	0.04%	230
2025 Q3	$812K	Hold	11,283	–	–	0.04%	205
2025 Q2	$736K	Sell	11,283 -7,282	-39%	-$434K	0.04%	208
2025 Q1	$1.07M	Hold	18,565	–	–	0.08%	134
2024 Q4	$1.11M	Buy	18,565 +77	+0.4%	+$4.68K	0.09%	115
2024 Q3	$1.13M	Hold	18,488	–	–	0.1%	84
2024 Q2	$1.09M	Sell	18,488 -1,938	-9%	-$113K	0.1%	86
2024 Q1	$1.22M	Buy	20,426 +3,645	+22%	+$214K	0.14%	64
2023 Q4	$1M	Buy	16,781 +161	+1%	+$8.68K	0.16%	73
2023 Q3	$868K	Buy	16,620 +7,075	+74%	+$389K	0.17%	76
2023 Q2	$531K	Buy	+9,545	New	+$503K	0.11%	109

Other funds holding XT

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return