Silver Oak Securities’s iShares Future Exponential Technologies ETF XT Stock Holding History

Silver Oak Securities’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 Q1	–	Sell	-3,849	Closed	-$271K	–	872
2025 Q4	$271K	Buy	3,849 +1,050	+38%	+$76.9K	0.02%	667
2025 Q3	$201K	Buy	+2,799	New	+$189K	0.02%	702
2024 Q3	–	Sell	-1,539	Closed	-$90.6K	–	593
2024 Q2	$90.6K	Buy	1,539 +2	+0.1%	+$116	0.01%	431
2024 Q1	$91.6K	Sell	1,537 -4,790	-76%	-$281K	0.01%	429
2023 Q4	$379K	Buy	6,327 +4,836	+324%	+$261K	0.05%	334
2023 Q3	$77.9K	Sell	1,491 -4,639	-76%	-$255K	0.02%	353
2023 Q2	$341K	Buy	6,130 +203	+3%	+$10.7K	0.05%	304
2023 Q1	$312K	Buy	+5,927	New	+$305K	0.05%	275
2022 Q4	–	Sell	-1,491	Closed	-$77.9K	–	506
2022 Q3	$77.9K	Buy	+1,491	New	+$74.4K	0.02%	353

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Silver Oak Securities's XT Position: Q1 2026 in Review

Silver Oak Securities sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2026, closing a stake of 3,849 shares — an estimated $271K sold.

Silver Oak Securities first reported a position in XT in Q3 2022 and held it in 9 quarters. The position peaked at $379K in Q4 2023. 268 funds tracked by Wall St. Rank hold XT as of Q1 2026.

Silver Oak Securities reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2026 after selling out during the quarter.
Silver Oak Securities sold 3,849 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $271K.
Silver Oak Securities first reported a position in iShares Future Exponential Technologies ETF in Q3 2022 and held it in 9 quarters.
Silver Oak Securities's iShares Future Exponential Technologies ETF position peaked at $379K in Q4 2023.
268 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.