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Talon Private Wealth’s iShares Future Exponential Technologies ETF XT Stock Holding History

Talon Private Wealth’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
Q2 		$125K Sell
1,910
-1,749
-48% -$104K 0.02% 175
2025
Q1 		$221K Buy
+3,659
New +$224K 0.03% 170

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Talon Private Wealth's XT Position: Q2 2025 in Review

Talon Private Wealth reduced its iShares Future Exponential Technologies ETF (XT) stake by 48% in Q2 2025, selling an estimated $104K and leaving 1,910 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #175.

Talon Private Wealth first reported a position in XT in Q1 2025 and has held it in 2 quarters since. The position peaked at $221K in Q1 2025. 263 funds tracked by Wall St. Rank hold XT as of Q2 2025.

  • Talon Private Wealth held 1,910 shares of iShares Future Exponential Technologies ETF worth $125K as of Q2 2025.
  • Talon Private Wealth sold 1,749 iShares Future Exponential Technologies ETF shares in Q2 2025, an estimated $104K.
  • iShares Future Exponential Technologies ETF made up 0.02% of Talon Private Wealth's portfolio in Q2 2025, its #175 holding.
  • Talon Private Wealth first reported a position in iShares Future Exponential Technologies ETF in Q1 2025 and has held it in 2 quarters since.
  • Talon Private Wealth's iShares Future Exponential Technologies ETF position peaked at $221K in Q1 2025.
  • 263 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2025.

Based on Talon Private Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.