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Strategic Investment Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Strategic Investment Advisors’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 		$119K Buy
+1,438
New +$112K 0.01% 374

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Strategic Investment Advisors's XT Position: Q2 2026 in Review

Strategic Investment Advisors opened a new position in iShares Future Exponential Technologies ETF (XT) in Q2 2026: 1,438 shares worth $119K. The stake represents 0.01% of the portfolio and ranks #374 among its holdings.

287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Strategic Investment Advisors held 1,438 shares of iShares Future Exponential Technologies ETF worth $119K as of Q2 2026.
  • iShares Future Exponential Technologies ETF was a new Strategic Investment Advisors position in Q2 2026.
  • iShares Future Exponential Technologies ETF made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #374 holding.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.