TD Capital Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

TD Capital 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
2026 Q2	$8.72K	Buy	106 +1	+1%	+$78	﹤0.01%	471
2026 Q1	$7.16K	Hold	105	–	–	﹤0.01%	515
2025 Q4	$7.33K	Buy	105 +7	+7%	+$513	﹤0.01%	488
2025 Q3	$7.02K	Hold	98	–	–	﹤0.01%	465
2025 Q2	$6.37K	Sell	98 -514	-84%	-$30.7K	﹤0.01%	471
2025 Q1	$35.2K	Sell	612 -1,297	-68%	-$79.3K	﹤0.01%	210
2024 Q4	$114K	Sell	1,909 -66	-3%	-$4.01K	0.01%	144
2024 Q3	$120K	Sell	1,975 -1	-0.1%	-$59	0.01%	142
2024 Q2	$116K	Sell	1,976 -3,356	-63%	-$195K	0.01%	136
2024 Q1	$318K	Sell	5,332 -4,932	-48%	-$290K	0.03%	84
2023 Q4	$614K	Buy	10,264 +18	+0.2%	+$971	0.07%	59
2023 Q3	$535K	Buy	10,246 +73	+0.7%	+$4.02K	0.07%	59
2023 Q2	$566K	Buy	10,173 +27	+0.3%	+$1.42K	0.07%	57
2023 Q1	$535K	Sell	10,146 -2,698	-21%	-$139K	0.07%	56
2022 Q4	$608K	Buy	12,844 +1,069	+9%	+$51.2K	0.08%	49
2022 Q3	$525K	Buy	11,775 +3,870	+49%	+$193K	0.07%	54
2022 Q2	$379K	Buy	+7,905	New	+$410K	0.05%	62

Other funds holding XT

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TD Capital Management's XT Position: Q2 2026 in Review

TD Capital Management increased its iShares Future Exponential Technologies ETF (XT) stake by 0.95% in Q2 2026, buying an estimated $78 and bringing the position to 106 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

TD Capital Management first reported a position in XT in Q2 2022 and has held it in 17 quarters since. The position peaked at $614K in Q4 2023. 288 funds tracked by Wall St. Rank hold XT as of Q2 2026.

TD Capital Management held 106 shares of iShares Future Exponential Technologies ETF worth $8.72K as of Q2 2026.
TD Capital Management bought 1 iShares Future Exponential Technologies ETF share in Q2 2026, an estimated $78.
iShares Future Exponential Technologies ETF made up ﹤0.01% of TD Capital Management's portfolio in Q2 2026, its #471 holding.
TD Capital Management first reported a position in iShares Future Exponential Technologies ETF in Q2 2022 and has held it in 17 quarters since.
TD Capital Management's iShares Future Exponential Technologies ETF position peaked at $614K in Q4 2023.
288 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on TD Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.