Thurston Springer Miller Herd & Titak’s iShares Future Exponential Technologies ETF XT Stock Holding History

Thurston Springer Miller Herd & Titak’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 Q3	–	Sell	-575	Closed	-$37.5K	–	1390
2025 Q2	$37.5K	Buy	575 +2	+0.3%	+$119	﹤0.01%	763
2025 Q1	$33K	Buy	+573	New	+$35K	0.01%	738

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's XT Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of iShares Future Exponential Technologies ETF (XT) in Q3 2025, closing a stake of 575 shares — an estimated $37.5K sold.

Thurston Springer Miller Herd & Titak first reported a position in XT in Q1 2025 and held it in 2 quarters. The position peaked at $37.5K in Q2 2025. 269 funds tracked by Wall St. Rank hold XT as of Q3 2025.

Thurston Springer Miller Herd & Titak reported no remaining iShares Future Exponential Technologies ETF position as of Q3 2025 after selling out during the quarter.
Thurston Springer Miller Herd & Titak sold 575 iShares Future Exponential Technologies ETF shares in Q3 2025, an estimated $37.5K.
Thurston Springer Miller Herd & Titak first reported a position in iShares Future Exponential Technologies ETF in Q1 2025 and held it in 2 quarters.
Thurston Springer Miller Herd & Titak's iShares Future Exponential Technologies ETF position peaked at $37.5K in Q2 2025.
269 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.