SNWA
XT icon

Siligmueller & Norvid Wealth Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Siligmueller & Norvid 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
2025
Q3 		$801K Buy
+11,125
New +$753K 0.36% 60

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Siligmueller & Norvid Wealth Advisors's XT Position: Q3 2025 in Review

Siligmueller & Norvid Wealth Advisors opened a new position in iShares Future Exponential Technologies ETF (XT) in Q3 2025: 11,125 shares worth $801K. The stake represents 0.36% of the portfolio and ranks #60 among its holdings.

269 funds tracked by Wall St. Rank hold XT as of Q3 2025.

  • Siligmueller & Norvid Wealth Advisors held 11,125 shares of iShares Future Exponential Technologies ETF worth $801K as of Q3 2025.
  • iShares Future Exponential Technologies ETF was a new Siligmueller & Norvid Wealth Advisors position in Q3 2025.
  • iShares Future Exponential Technologies ETF made up 0.36% of Siligmueller & Norvid Wealth Advisors's portfolio in Q3 2025, its #60 holding.
  • 269 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2025.

Based on Siligmueller & Norvid Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.