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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

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UBS Group
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Bank of America
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WAP
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Morgan Stanley
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NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return