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Sowell Financial Services’s iShares Future Exponential Technologies ETF XT Stock Holding History

Sowell Financial Services’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
2025
Q4 		– Sell
-6,006
Closed -$432K – 1175
2025
Q3 		$432K Sell
6,006
-9,368
-61% -$634K 0.02% 671
2025
Q2 		$1M Hold
15,374
– – 0.04% 411
2025
Q1 		$885K Hold
15,374
– – 0.04% 419
2024
Q4 		$917K Buy
15,374
+1
+0% +$61 0.05% 323
2024
Q3 		$936K Buy
15,373
+274
+2% +$16.1K 0.04% 349
2024
Q2 		$888K Buy
15,099
+530
+4% +$30.8K 0.04% 346
2024
Q1 		$869K Sell
14,569
-1,104
-7% -$64.8K 0.04% 368
2023
Q4 		$938K Sell
15,673
-97
-0.6% -$5.23K 0.05% 336
2023
Q3 		$823K Buy
15,770
+97
+0.6% +$5.34K 0.05% 330
2023
Q2 		$871K Sell
15,673
-70
-0.4% -$3.69K 0.05% 379
2023
Q1 		$830K Buy
15,743
+26
+0.2% +$1.34K 0.06% 330
2022
Q4 		$744K Hold
15,717
– – 0.05% 365
2022
Q3 		$701K Buy
+15,717
New +$784K 0.07% 274
2022
Q1 		– Sell
-22,480
Closed -$1.49M – 536
2021
Q4 		$1.49M Sell
22,480
-3,273
-13% -$213K 0.09% 257
2021
Q3 		$1.62M Buy
25,753
+2,262
+10% +$146K 0.11% 211
2021
Q2 		$1.49M Sell
23,491
-37,719
-62% -$2.32M 0.1% 233
2021
Q1 		$3.72M Sell
61,210
-7,303
-11% -$434K 0.13% 149
2020
Q4 		$3.92M Sell
68,513
-11,374
-14% -$600K 0.17% 119
2020
Q3 		$3.88M Buy
79,887
+7,352
+10% +$352K 0.19% 109
2020
Q2 		$3.23M Sell
72,535
-15,892
-18% -$652K 0.18% 118
2020
Q1 		$3.15M Buy
88,427
+67,503
+323% +$2.76M 0.23% 102
2019
Q4 		$895K Buy
+20,924
New +$852K 0.07% 290

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Sowell Financial Services's XT Position: Q4 2025 in Review

Sowell Financial Services sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2025, closing a stake of 6,006 shares — an estimated $432K sold.

Sowell Financial Services first reported a position in XT in Q4 2019 and held it in 22 quarters. The position peaked at $3.92M in Q4 2020. 277 funds tracked by Wall St. Rank hold XT as of Q4 2025.

  • Sowell Financial Services reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2025 after selling out during the quarter.
  • Sowell Financial Services sold 6,006 iShares Future Exponential Technologies ETF shares in Q4 2025, an estimated $432K.
  • Sowell Financial Services first reported a position in iShares Future Exponential Technologies ETF in Q4 2019 and held it in 22 quarters.
  • Sowell Financial Services's iShares Future Exponential Technologies ETF position peaked at $3.92M in Q4 2020.
  • 277 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2025.

Based on Sowell Financial Services's 13F filing for Q4 2025, filed 21 Jan 2026.