Simplex Trading
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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
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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Simplex Trading's XT Position: Q1 2026 in Review

Simplex Trading increased its iShares Future Exponential Technologies ETF (XT) stake by 13% in Q1 2026, buying an estimated $2.34K and bringing the position to 296 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6779.

Simplex Trading first reported a position in XT in Q4 2017 and has held it in 13 quarters since. The position peaked at $431K in Q3 2021. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • Simplex Trading held 296 shares of iShares Future Exponential Technologies ETF worth $20.2K as of Q1 2026.
  • Simplex Trading bought 33 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $2.34K.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #6779 holding.
  • Simplex Trading first reported a position in iShares Future Exponential Technologies ETF in Q4 2017 and has held it in 13 quarters since.
  • Simplex Trading's iShares Future Exponential Technologies ETF position peaked at $431K in Q3 2021.
  • 267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.