Sigma Planning Corp’s iShares Future Exponential Technologies ETF XT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $265K | Buy |
3,190
+50
| +2% | +$4.09K | 0.01% | 1113 |
|
|
2026
Q2 | $259K | Hold |
3,140
| – | – | 0.01% | 1193 |
|
|
2026
Q1 | $214K | Hold |
3,140
| – | – | 0.01% | 1210 |
|
|
2025
Q4 | $219K | Sell |
3,140
-46
| -1% | -$3.37K | 0.01% | 1179 |
|
|
2025
Q3 | $229K | Sell |
3,186
-50
| -2% | -$3.38K | 0.01% | 1156 |
|
|
2025
Q2 | $211K | Sell |
3,236
-908
| -22% | -$54.2K | 0.01% | 1155 |
|
|
2025
Q1 | $239K | Buy |
4,144
+100
| +2% | +$6.11K | 0.01% | 1047 |
|
|
2024
Q4 | $241K | Hold |
4,044
| – | – | 0.01% | 1008 |
|
|
2024
Q3 | $246K | Hold |
4,044
| – | – | 0.01% | 1036 |
|
|
2024
Q2 | $238K | Buy |
4,044
+6
| +0.1% | +$349 | 0.01% | 1017 |
|
|
2024
Q1 | $241K | Buy |
4,038
+299
| +8% | +$17.6K | 0.01% | 1055 |
|
|
2023
Q4 | $224K | Sell |
3,739
-837
| -18% | -$45.1K | 0.02% | 738 |
|
|
2023
Q3 | $239K | Buy |
4,576
+340
| +8% | +$18.7K | 0.01% | 1012 |
|
|
2023
Q2 | $236K | Sell |
4,236
-15,357
| -78% | -$809K | 0.01% | 1031 |
|
|
2023
Q1 | $1.03M | Sell |
19,593
-1,863
| -9% | -$95.8K | 0.03% | 501 |
|
|
2022
Q4 | $1.02M | Sell |
21,456
-728
| -3% | -$34.9K | 0.04% | 475 |
|
|
2022
Q3 | $989K | Sell |
22,184
-2,163
| -9% | -$108K | 0.04% | 465 |
|
|
2022
Q2 | $1.17M | Sell |
24,347
-3,405
| -12% | -$177K | 0.04% | 410 |
|
|
2022
Q1 | $1.64M | Buy |
27,752
+126
| +0.5% | +$7.41K | 0.05% | 362 |
|
|
2021
Q4 | $1.82M | Buy |
27,626
+82
| +0.3% | +$5.34K | 0.05% | 348 |
|
|
2021
Q3 | $1.73M | Sell |
27,544
-783
| -3% | -$50.5K | 0.05% | 361 |
|
|
2021
Q2 | $1.79M | Sell |
28,327
-665
| -2% | -$40.9K | 0.05% | 361 |
|
|
2021
Q1 | $1.72M | Buy |
28,992
+230
| +0.8% | +$13.7K | 0.05% | 353 |
|
|
2020
Q4 | $1.65M | Sell |
28,762
-1,411
| -5% | -$74.4K | 0.06% | 318 |
|
|
2020
Q3 | $1.47M | Sell |
30,173
-21,771
| -42% | -$1.04M | 0.06% | 312 |
|
|
2020
Q2 | $2.31M | Buy |
51,944
+22,504
| +76% | +$923K | 0.1% | 209 |
|
|
2020
Q1 | $1.05M | Sell |
29,440
-7,233
| -20% | -$296K | 0.06% | 305 |
|
|
2019
Q4 | $1.57M | Sell |
36,673
-2,299
| -6% | -$93.6K | 0.07% | 303 |
|
|
2019
Q3 | $1.51M | Sell |
38,972
-1,204
| -3% | -$46.4K | 0.07% | 280 |
|
|
2019
Q2 | $1.55M | Buy |
40,176
+459
| +1% | +$17.5K | 0.08% | 263 |
|
|
2019
Q1 | $1.51M | Sell |
39,717
-156
| -0.4% | -$5.68K | 0.09% | 247 |
|
|
2018
Q4 | $1.33M | Sell |
39,873
-1,807
| -4% | -$64.1K | 0.1% | 217 |
|
|
2018
Q3 | $1.61M | Sell |
41,680
-543
| -1% | -$20.6K | 0.09% | 219 |
|
|
2018
Q2 | $1.53M | Buy |
42,223
+2,030
| +5% | +$74.5K | 0.1% | 205 |
|
|
2018
Q1 | $1.46M | Buy |
40,193
+478
| +1% | +$17.7K | 0.11% | 203 |
|
|
2017
Q4 | $1.41M | Buy |
+39,715
| New | +$1.39M | 0.11% | 214 |
|
Other funds holding XT
Sigma Planning Corp's XT Position: Q3 2026 in Review
Sigma Planning Corp increased its iShares Future Exponential Technologies ETF (XT) stake by 1.6% in Q3 2026, buying an estimated $4.09K and bringing the position to 3,190 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #1113.
Sigma Planning Corp first reported a position in XT in Q4 2017 and has held it in 36 quarters since. The position peaked at $2.31M in Q2 2020. 161 funds tracked by Wall St. Rank hold XT as of Q3 2026.
- Sigma Planning Corp held 3,190 shares of iShares Future Exponential Technologies ETF worth $265K as of Q3 2026.
- Sigma Planning Corp bought 50 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $4.09K.
- iShares Future Exponential Technologies ETF made up 0.01% of Sigma Planning Corp's portfolio in Q3 2026, its #1113 holding.
- Sigma Planning Corp first reported a position in iShares Future Exponential Technologies ETF in Q4 2017 and has held it in 36 quarters since.
- Sigma Planning Corp's iShares Future Exponential Technologies ETF position peaked at $2.31M in Q2 2020.
- 161 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.
Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.