TS Financial Group (TSFG)’s iShares Future Exponential Technologies ETF XT Stock Holding History

TS Financial Group (TSFG)’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	$59K	Buy	720 +3	+0.4%	+$234	0.01%	349
2026 Q1	$49K	Hold	717	–	–	0.01%	349
2025 Q4	$50K	Buy	717 +41	+6%	+$3K	0.01%	342
2025 Q3	$49K	Hold	676	–	–	0.01%	350
2025 Q2	$44K	Buy	676 +2	+0.3%	+$119	0.01%	353
2025 Q1	$39K	Buy	674 +672	+33,600%	+$41.1K	0.01%	357
2024 Q4	$0	Hold	2	–	–	﹤0.01%	833
2024 Q3	$0	Hold	2	–	–	﹤0.01%	853
2024 Q2	$0	Hold	2	–	–	﹤0.01%	814
2024 Q1	$0	Buy	+2	New	+$117	﹤0.01%	934

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

TS Financial Group (TSFG)'s XT Position: Q2 2026 in Review

TS Financial Group (TSFG) increased its iShares Future Exponential Technologies ETF (XT) stake by 0.42% in Q2 2026, buying an estimated $234 and bringing the position to 720 shares worth $59K. The position accounts for 0.01% of the portfolio, ranked #349.

TS Financial Group (TSFG) first reported a position in XT in Q1 2024 and has held it in 10 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

TS Financial Group (TSFG) held 720 shares of iShares Future Exponential Technologies ETF worth $59K as of Q2 2026.
TS Financial Group (TSFG) bought 3 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $234.
iShares Future Exponential Technologies ETF made up 0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #349 holding.
TS Financial Group (TSFG) first reported a position in iShares Future Exponential Technologies ETF in Q1 2024 and has held it in 10 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.