Simplex Trading’s iShares Future Exponential Technologies ETF XT Stock Holding History

Simplex Trading’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 Q2	–	Sell	-296	Closed	-$20.2K	–	10469
2026 Q1	$20.2K	Buy	296 +33	+13%	+$2.34K	﹤0.01%	6779
2025 Q4	$18.3K	Buy	263 +187	+246%	+$13.7K	﹤0.01%	6557
2025 Q3	$5K	Buy	+76	New	+$5.14K	﹤0.01%	8360
2024 Q1	–	Sell	-35	Closed	-$2K	–	10071
2023 Q4	$2K	Sell	35 -8	-19%	-$431	﹤0.01%	8379
2023 Q3	$2K	Buy	+43	New	+$2.37K	﹤0.01%	8184
2022 Q2	–	Sell	-2,485	Closed	-$146K	–	11273
2022 Q1	$146K	Buy	2,485 +740	+42%	+$43.5K	﹤0.01%	5624
2021 Q4	$115K	Sell	1,745 -5,081	-74%	-$331K	﹤0.01%	6032
2021 Q3	$431K	Hold	6,826	–	–	﹤0.01%	4320
2021 Q2	$431K	Buy	6,826 +3,848	+129%	+$237K	﹤0.01%	4396
2021 Q1	$176K	Buy	2,978 +2,774	+1,360%	+$165K	﹤0.01%	4938
2020 Q4	$11K	Buy	204 +200	+5,000%	+$10.6K	﹤0.01%	7373
2020 Q3	$0	Buy	+4	New	+$191	﹤0.01%	8657
2018 Q1	–	Sell	-300	Closed	-$10K	–	6979
2017 Q4	$10K	Buy	+300	New	+$10.5K	﹤0.01%	3921

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Simplex Trading's XT Position: Q2 2026 in Review

Simplex Trading sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2026, closing a stake of 296 shares — an estimated $20.2K sold.

Simplex Trading first reported a position in XT in Q4 2017 and held it in 13 quarters. The position peaked at $431K in Q3 2021. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Simplex Trading reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2026 after selling out during the quarter.
Simplex Trading sold 296 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $20.2K.
Simplex Trading first reported a position in iShares Future Exponential Technologies ETF in Q4 2017 and held it in 13 quarters.
Simplex Trading's iShares Future Exponential Technologies ETF position peaked at $431K in Q3 2021.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.