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

Stratos Wealth Partners’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 		$387K Sell
4,677
-246
-5% -$19.2K ﹤0.01% 1266
2026
Q1 		$336K Hold
4,923
– – ﹤0.01% 1263
2025
Q4 		$343K Buy
4,923
+82
+2% +$6.01K ﹤0.01% 1207
2025
Q3 		$348K Buy
4,841
+872
+22% +$59K ﹤0.01% 1180
2025
Q2 		$259K Sell
3,969
-98
-2% -$5.84K ﹤0.01% 1202
2025
Q1 		$234K Sell
4,067
-391
-9% -$23.9K ﹤0.01% 1204
2024
Q4 		$266K Sell
4,458
-1,081
-20% -$65.7K ﹤0.01% 1199
2024
Q3 		$337K Buy
5,539
+1,142
+26% +$67K ﹤0.01% 1091
2024
Q2 		$259K Sell
4,397
-4,304
-49% -$250K ﹤0.01% 1150
2024
Q1 		$519K Sell
8,701
-1,570
-15% -$92.2K 0.01% 878
2023
Q4 		$615K Buy
10,271
+1,245
+14% +$67.1K 0.01% 794
2023
Q3 		$471K Buy
9,026
+3,046
+51% +$168K 0.01% 841
2023
Q2 		$332K Buy
5,980
+1,168
+24% +$61.6K 0.01% 916
2023
Q1 		$254K Sell
4,812
-4,444
-48% -$228K 0.01% 940
2022
Q4 		$438K Sell
9,256
-3,415
-27% -$163K 0.01% 774
2022
Q3 		$565K Sell
12,671
-2,191
-15% -$109K 0.02% 645
2022
Q2 		$712K Sell
14,862
-1,536
-9% -$79.7K 0.02% 604
2022
Q1 		$968K Buy
16,398
+9,128
+126% +$537K 0.02% 565
2021
Q4 		$480K Buy
7,270
+55
+0.8% +$3.58K 0.01% 827
2021
Q3 		$453K Hold
7,215
– – 0.01% 787
2021
Q2 		$456K Buy
7,215
+139
+2% +$8.56K 0.01% 798
2021
Q1 		$419K Buy
7,076
+779
+12% +$46.3K 0.01% 766
2020
Q4 		$360K Buy
6,297
+1,018
+19% +$53.7K 0.01% 783
2020
Q3 		$256K Sell
5,279
-126
-2% -$6.03K 0.01% 845
2020
Q2 		$241K Sell
5,405
-2,480
-31% -$102K 0.01% 838
2020
Q1 		$281K Sell
7,885
-333
-4% -$13.6K 0.01% 713
2019
Q4 		$351K Buy
+8,218
New +$334K 0.01% 696
2018
Q4 		– Sell
-2,689
Closed -$104K – 2543
2018
Q3 		$104K Buy
+2,689
New +$102K ﹤0.01% 1110
2018
Q2 		– Sell
-2,411
Closed -$88K – 2625
2018
Q1 		$88K Hold
2,411
– – ﹤0.01% 1265
2017
Q4 		$85K Buy
+2,411
New +$84.5K ﹤0.01% 1261

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

Stratos Wealth Partners's XT Position: Q2 2026 in Review

Stratos Wealth Partners reduced its iShares Future Exponential Technologies ETF (XT) stake by 5% in Q2 2026, selling an estimated $19.2K and leaving 4,677 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #1266.

Stratos Wealth Partners first reported a position in XT in Q4 2017 and has held it in 30 quarters since. The position peaked at $968K in Q1 2022. 288 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Stratos Wealth Partners held 4,677 shares of iShares Future Exponential Technologies ETF worth $387K as of Q2 2026.
  • Stratos Wealth Partners sold 246 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $19.2K.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1266 holding.
  • Stratos Wealth Partners first reported a position in iShares Future Exponential Technologies ETF in Q4 2017 and has held it in 30 quarters since.
  • Stratos Wealth Partners's iShares Future Exponential Technologies ETF position peaked at $968K in Q1 2022.
  • 288 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.