Tidemark
XT icon

Tidemark’s iShares Future Exponential Technologies ETF XT Stock Holding History

Tidemark’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
Q3 		$142 Buy
+2
New +$164 ﹤0.01% 1024
2024
Q2 		– Sell
-915
Closed -$54.6K – 729
2024
Q1 		$54.6K Hold
915
– – 0.03% 220
2023
Q4 		$54.8K Buy
+915
New +$49.3K 0.03% 213

Other funds holding XT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Private Advisory Group
Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Barrett & Company
Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return
Daymark Wealth Partners
Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

Tidemark's XT Position: Q3 2026 in Review

Tidemark opened a new position in iShares Future Exponential Technologies ETF (XT) in Q3 2026: 2 shares worth $142. The stake represents ﹤0.01% of the portfolio and ranks #1024 among its holdings. This is a return to the name: Tidemark previously reported a position in XT as recently as Q1 2024.

Tidemark first reported a position in XT in Q4 2023 and has held it in 3 quarters since. The position peaked at $54.8K in Q4 2023. 165 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • Tidemark held 2 shares of iShares Future Exponential Technologies ETF worth $142 as of Q3 2026.
  • iShares Future Exponential Technologies ETF was a new Tidemark position in Q3 2026.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Tidemark's portfolio in Q3 2026, its #1024 holding.
  • Tidemark first reported a position in iShares Future Exponential Technologies ETF in Q4 2023 and has held it in 3 quarters since.
  • Tidemark's iShares Future Exponential Technologies ETF position peaked at $54.8K in Q4 2023.
  • 165 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Tidemark's 13F filing for Q3 2026, filed 9 Nov 2026.