SWA
XT icon

Stratos Wealth Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

Stratos Wealth 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
2025
Q4 		– Sell
-126,029
Closed -$9.07M – 718
2025
Q3 		$9.07M Sell
126,029
-7,784
-6% -$527K 0.44% 59
2025
Q2 		$8.73M Sell
133,813
-1,456
-1% -$86.8K 0.46% 53
2025
Q1 		$7.79M Sell
135,269
-2,713
-2% -$166K 0.43% 59
2024
Q4 		$8.23M Sell
137,982
-67,828
-33% -$4.12M 0.39% 63
2024
Q3 		$12.5M Buy
205,810
+56,514
+38% +$3.32M 0.57% 41
2024
Q2 		$8.78M Buy
149,296
+2,318
+2% +$135K 0.43% 56
2024
Q1 		$8.76M Buy
146,978
+6,081
+4% +$357K 0.52% 41
2023
Q4 		$8.44M Buy
140,897
+20,909
+17% +$1.13M 0.49% 38
2023
Q3 		$6.26M Buy
119,988
+10,429
+10% +$574K 0.41% 55
2023
Q2 		$6.09M Buy
109,559
+29,046
+36% +$1.53M 0.43% 53
2023
Q1 		$4.24M Buy
80,513
+5,080
+7% +$261K 0.33% 91
2022
Q4 		$3.57M Buy
75,433
+656
+0.9% +$31.4K 0.3% 99
2022
Q3 		$3.33M Buy
74,777
+19,925
+36% +$994K 0.35% 73
2022
Q2 		$2.63M Buy
54,852
+23,369
+74% +$1.21M 0.24% 110
2022
Q1 		$1.86M Buy
31,483
+24,592
+357% +$1.45M 0.15% 171
2021
Q4 		$455K Buy
6,891
+2,802
+69% +$183K 0.03% 409
2021
Q3 		$257K Buy
+4,089
New +$263K 0.02% 448
2020
Q2 		– Sell
-112
Closed -$4K – 382
2020
Q1 		$4K Buy
+112
New +$4.58K ﹤0.01% 266

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 $79.5B AUM 27.1% 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

Stratos Wealth Advisors's XT Position: Q4 2025 in Review

Stratos Wealth Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2025, closing a stake of 126,029 shares — an estimated $9.07M sold.

Stratos Wealth Advisors first reported a position in XT in Q1 2020 and held it in 18 quarters. The position peaked at $12.5M in Q3 2024. 277 funds tracked by Wall St. Rank hold XT as of Q4 2025.

  • Stratos Wealth Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Advisors sold 126,029 iShares Future Exponential Technologies ETF shares in Q4 2025, an estimated $9.07M.
  • Stratos Wealth Advisors first reported a position in iShares Future Exponential Technologies ETF in Q1 2020 and held it in 18 quarters.
  • Stratos Wealth Advisors's iShares Future Exponential Technologies ETF position peaked at $12.5M in Q3 2024.
  • 277 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2025.

Based on Stratos Wealth Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.