Sound Income Strategies’s iShares Future Exponential Technologies ETF XT Stock Holding History

Sound Income Strategies’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	-386	Closed	-$26.7K	–	2435
2026 Q1	$26.7K	Sell	386 -47	-11%	-$3.34K	﹤0.01%	1068
2025 Q4	$31.2K	Buy	433 +355	+455%	+$26K	﹤0.01%	981
2025 Q3	$5.77K	Hold	78	–	–	﹤0.01%	1138
2025 Q2	$5.09K	Buy	+78	New	+$4.65K	﹤0.01%	1078
2024 Q4	–	Sell	-20	Closed	-$1.22K	–	1554
2024 Q3	$1.22K	Buy	+20	New	+$1.17K	﹤0.01%	1217
2023 Q4	–	Sell	-82	Closed	-$4.28K	–	1407
2023 Q3	$4.28K	Buy	+82	New	+$4.51K	﹤0.01%	781
2021 Q2	–	Sell	-40	Closed	-$2.37K	–	1060
2021 Q1	$2.37K	Buy	+40	New	+$2.38K	﹤0.01%	741
2019 Q1	–	Sell	-215	Closed	-$7K	–	808
2018 Q4	$7K	Hold	215	–	–	﹤0.01%	402
2018 Q3	$8K	Hold	215	–	–	﹤0.01%	398
2018 Q2	$8K	Hold	215	–	–	﹤0.01%	365
2018 Q1	$8K	Hold	215	–	–	0.01%	328
2017 Q4	$8K	Buy	+215	New	+$7.54K	0.01%	269

Other funds holding XT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

NEPWA

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

SIM

Stratos Investment Management Beachwood, Ohio $2.77B AUM 20.35% 1-Year Est. Return

AWA

Arkadios Wealth Advisors Atlanta, Georgia $6.6B AUM 30.67% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Sound Income Strategies's XT Position: Q2 2026 in Review

Sound Income Strategies sold out of iShares Future Exponential Technologies ETF (XT) in Q2 2026, closing a stake of 386 shares — an estimated $26.7K sold.

Sound Income Strategies first reported a position in XT in Q4 2017 and held it in 12 quarters. The position peaked at $31.2K in Q4 2025. 202 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Sound Income Strategies reported no remaining iShares Future Exponential Technologies ETF position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 386 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $26.7K.
Sound Income Strategies first reported a position in iShares Future Exponential Technologies ETF in Q4 2017 and held it in 12 quarters.
Sound Income Strategies's iShares Future Exponential Technologies ETF position peaked at $31.2K in Q4 2025.
202 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.