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Synergy Asset Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Synergy Asset Management’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
Q1 		– Sell
-47
Closed -$2.86K – 888
2024
Q4 		$2.86K Buy
+47
New +$2.86K ﹤0.01% 640

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SIM
Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

Synergy Asset Management's XT Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2025, closing a stake of 47 shares — an estimated $2.86K sold.

Synergy Asset Management first reported a position in XT in Q4 2024 and held it in 1 quarter. The position peaked at $2.86K in Q4 2024. 245 funds tracked by Wall St. Rank hold XT as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 47 iShares Future Exponential Technologies ETF shares in Q1 2025, an estimated $2.86K.
  • Synergy Asset Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's iShares Future Exponential Technologies ETF position peaked at $2.86K in Q4 2024.
  • 245 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.