Steward Partners Investment Advisory’s iShares Future Exponential Technologies ETF XT Stock Holding History

Steward Partners Investment Advisory’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	$2.35M	Buy	28,393 +2,249	+9%	+$176K	0.01%	849
2026 Q1	$1.78M	Buy	26,144 +24,407	+1,405%	+$1.73M	0.01%	905
2025 Q4	$121K	Hold	1,737	–	–	﹤0.01%	2190
2025 Q3	$125K	Hold	1,737	–	–	﹤0.01%	2100
2025 Q2	$113K	Buy	1,737 +82	+5%	+$4.89K	﹤0.01%	2042
2025 Q1	$95.3K	Buy	1,655 +867	+110%	+$53K	﹤0.01%	2042
2024 Q4	$47K	Sell	788 -71	-8%	-$4.32K	﹤0.01%	2368
2024 Q3	$52.3K	Hold	859	–	–	﹤0.01%	2215
2024 Q2	$50.5K	Hold	859	–	–	﹤0.01%	2096
2024 Q1	$51.2K	Sell	859 -113	-12%	-$6.63K	﹤0.01%	2103
2023 Q4	$58.2K	Hold	972	–	–	﹤0.01%	1912
2023 Q3	$50.7K	Sell	972 -163	-14%	-$8.97K	﹤0.01%	1901
2023 Q2	$63.1K	Buy	1,135 +369	+48%	+$19.4K	﹤0.01%	1785
2023 Q1	$40.4K	Buy	766 +409	+115%	+$21K	﹤0.01%	1952
2022 Q4	$16.9K	Sell	357 -479	-57%	-$22.9K	﹤0.01%	2314
2022 Q3	$37K	Hold	836	–	–	﹤0.01%	1937
2022 Q2	$40K	Hold	836	–	–	﹤0.01%	1918
2022 Q1	$49K	Sell	836 -529	-39%	-$31.1K	﹤0.01%	1932
2021 Q4	$90K	Buy	1,365 +180	+15%	+$11.7K	﹤0.01%	1643
2021 Q3	$74K	Sell	1,185 -131	-10%	-$8.44K	﹤0.01%	1687
2021 Q2	$83K	Sell	1,316 -3,445	-72%	-$212K	﹤0.01%	2512
2021 Q1	$282K	Sell	4,761 -24,051	-83%	-$1.43M	0.01%	1122
2020 Q4	$1.65M	Sell	28,812 -255	-0.9%	-$13.5K	0.04%	410
2020 Q3	$1.41M	Sell	29,067 -723	-2%	-$34.6K	0.04%	395
2020 Q2	$1.33M	Buy	29,790 +5,877	+25%	+$241K	0.04%	383
2020 Q1	$851K	Buy	23,913 +51	+0.2%	+$2.08K	0.03%	422
2019 Q4	$1.02M	Buy	23,862 +4,857	+26%	+$198K	0.03%	452
2019 Q3	$734K	Buy	19,005 +4,185	+28%	+$161K	0.02%	485
2019 Q2	$571K	Buy	+14,820	New	+$564K	0.02%	522
2018 Q3	–	Sell	-417	Closed	-$15K	–	2725
2018 Q2	$15K	Buy	+417	New	+$15.3K	﹤0.01%	1590

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

Steward Partners Investment Advisory's XT Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its iShares Future Exponential Technologies ETF (XT) stake by 8.6% in Q2 2026, buying an estimated $176K and bringing the position to 28,393 shares worth $2.35M. The position accounts for 0.01% of the portfolio, ranked #849.

Steward Partners Investment Advisory first reported a position in XT in Q2 2018 and has held it in 30 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Steward Partners Investment Advisory held 28,393 shares of iShares Future Exponential Technologies ETF worth $2.35M as of Q2 2026.
Steward Partners Investment Advisory bought 2,249 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $176K.
iShares Future Exponential Technologies ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #849 holding.
Steward Partners Investment Advisory first reported a position in iShares Future Exponential Technologies ETF in Q2 2018 and has held it in 30 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.