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

Strategic Wealth Investment Group’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	$211K	Sell	2,555 -19,670	-89%	-$1.54M	0.03%	103
2026 Q1	$1.51M	Sell	22,225 -769	-3%	-$54.6K	0.19%	57
2025 Q4	$1.6M	Sell	22,994 -9,302	-29%	-$681K	0.2%	56
2025 Q3	$2.32M	Buy	32,296 +30,233	+1,465%	+$2.05M	0.2%	58
2025 Q2	$135K	Buy	+2,063	New	+$123K	0.19%	56
2025 Q1	–	Sell	-35,349	Closed	-$2.11M	–	133
2024 Q4	$2.11M	Sell	35,349 -703	-2%	-$42.7K	0.23%	58
2024 Q3	$2.17M	Sell	36,052 -1,166	-3%	-$68.5K	0.23%	59
2024 Q2	$2.19M	Buy	+37,218	New	+$2.16M	0.28%	59
2023 Q4	$1.97M	Sell	32,825 -2,017	-6%	-$109K	0.3%	51
2023 Q3	$1.82M	Buy	34,842 +128	+0.4%	+$7.04K	0.33%	49
2023 Q2	$1.93M	Buy	34,714 +1,562	+5%	+$82.3K	0.31%	58
2023 Q1	$1.75M	Buy	33,152 +2,857	+9%	+$147K	0.32%	58
2022 Q4	$1.55M	Buy	30,295 +1,891	+7%	+$90.5K	0.36%	54
2022 Q3	$1.27M	Buy	28,404 +4,321	+18%	+$216K	0.36%	51
2022 Q2	$1.15M	Sell	24,083 -1,009	-4%	-$52.4K	0.29%	69
2022 Q1	$1.48M	Buy	25,092 +3,777	+18%	+$222K	0.35%	47
2021 Q4	$1.41M	Buy	21,315 +1,131	+6%	+$73.7K	0.37%	46
2021 Q3	$1.27M	Buy	20,184 +3,915	+24%	+$252K	0.38%	46
2021 Q2	$1.03M	Buy	16,269 +3,490	+27%	+$215K	0.36%	45
2021 Q1	$757K	Buy	12,779 +2,045	+19%	+$122K	0.36%	45
2020 Q4	$614K	Buy	10,734 +161	+2%	+$8.49K	0.36%	52
2020 Q3	$514K	Buy	10,573 +390	+4%	+$18.7K	0.39%	54
2020 Q2	$453K	Sell	10,183 -16,116	-61%	-$661K	0.44%	54
2020 Q1	$937K	Buy	26,299 +297	+1%	+$12.1K	1.53%	21
2019 Q4	$1.11M	Buy	+26,002	New	+$1.06M	1.15%	23

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

Strategic Wealth Investment Group's XT Position: Q2 2026 in Review

Strategic Wealth Investment Group reduced its iShares Future Exponential Technologies ETF (XT) stake by 89% in Q2 2026, selling an estimated $1.54M and leaving 2,555 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #103.

Strategic Wealth Investment Group first reported a position in XT in Q4 2019 and has held it in 25 quarters since. The position peaked at $2.32M in Q3 2025. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Strategic Wealth Investment Group held 2,555 shares of iShares Future Exponential Technologies ETF worth $211K as of Q2 2026.
Strategic Wealth Investment Group sold 19,670 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $1.54M.
iShares Future Exponential Technologies ETF made up 0.03% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #103 holding.
Strategic Wealth Investment Group first reported a position in iShares Future Exponential Technologies ETF in Q4 2019 and has held it in 25 quarters since.
Strategic Wealth Investment Group's iShares Future Exponential Technologies ETF position peaked at $2.32M in Q3 2025.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.