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 Q3	$806K	Buy	9,663 +53	+0.6%	+$4.34K	0.02%	337
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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CNWM

Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

CFO

Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return

HWA

Heritage Wealth Architects Mendota Heights, Minnesota $246M AUM 11.42% 1-Year Est. Return

Sax Wealth Advisors's XT Position: Q3 2026 in Review

Sax Wealth Advisors increased its iShares Future Exponential Technologies ETF (XT) stake by 0.55% in Q3 2026, buying an estimated $4.34K and bringing the position to 9,663 shares worth $806K. The position accounts for 0.02% of the portfolio, ranked #337.

Sax Wealth Advisors first reported a position in XT in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.22M in Q1 2024. 19 funds tracked by Wall St. Rank hold XT as of Q3 2026.

Sax Wealth Advisors held 9,663 shares of iShares Future Exponential Technologies ETF worth $806K as of Q3 2026.
Sax Wealth Advisors bought 53 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $4.34K.
iShares Future Exponential Technologies ETF made up 0.02% of Sax Wealth Advisors's portfolio in Q3 2026, its #337 holding.
Sax Wealth Advisors first reported a position in iShares Future Exponential Technologies ETF in Q2 2023 and has held it in 14 quarters since.
Sax Wealth Advisors's iShares Future Exponential Technologies ETF position peaked at $1.22M in Q1 2024.
19 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.