Sunbelt Securities’s iShares Future Exponential Technologies ETF XT Stock Holding History

Sunbelt Securities’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 Q1	$15.7K	Hold	231	–	–	﹤0.01%	1360
2025 Q4	$16.1K	Hold	231	–	–	﹤0.01%	1315
2025 Q3	$16.6K	Buy	231 +31	+16%	+$2.1K	﹤0.01%	1316
2025 Q2	$11.9K	Sell	200 -100	-33%	-$5.96K	﹤0.01%	1274
2025 Q1	$17.3K	Buy	300 +100	+50%	+$6.11K	﹤0.01%	1156
2024 Q4	$12K	Hold	200	–	–	﹤0.01%	1278
2024 Q3	$12.2K	Hold	200	–	–	﹤0.01%	1260
2024 Q2	$11.8K	Hold	200	–	–	﹤0.01%	1234
2024 Q1	$11.9K	Hold	200	–	–	﹤0.01%	1202
2023 Q4	$12K	Hold	200	–	–	﹤0.01%	1135
2023 Q3	$10.4K	Hold	200	–	–	﹤0.01%	1143
2023 Q2	$11.1K	Hold	200	–	–	﹤0.01%	1154
2023 Q1	$10.4K	Buy	+200	New	+$10.3K	﹤0.01%	1120

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Sunbelt Securities's XT Position: Q1 2026 in Review

Sunbelt Securities held its iShares Future Exponential Technologies ETF (XT) position steady in Q1 2026 at 231 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

Sunbelt Securities first reported a position in XT in Q1 2023 and has held it in 13 quarters since. The position peaked at $17.3K in Q1 2025. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

Sunbelt Securities held 231 shares of iShares Future Exponential Technologies ETF worth $15.7K as of Q1 2026.
Sunbelt Securities left its iShares Future Exponential Technologies ETF share count unchanged in Q1 2026.
iShares Future Exponential Technologies ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1360 holding.
Sunbelt Securities first reported a position in iShares Future Exponential Technologies ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's iShares Future Exponential Technologies ETF position peaked at $17.3K in Q1 2025.
267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.