UBS Group
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UBS Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

UBS Group’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
Q4 		– Sell
-1,000
Closed -$71.9K – 11258
2025
Q3 		$71.9K Buy
+1,000
New +$67.7K ﹤0.01% 7321

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
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 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

UBS Group's XT Position: Q3 2026 in Review

UBS Group reduced its iShares Future Exponential Technologies ETF (XT) stake by 0.59% in Q3 2026, selling an estimated $128K and leaving 263,136 shares worth $21.9M. The position accounts for ﹤0.01% of the portfolio, ranked #2556.

UBS Group first reported a position in XT in Q2 2015 and has held it in 43 quarters since. The position peaked at $34M in Q4 2021. 186 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • UBS Group held 263,136 shares of iShares Future Exponential Technologies ETF worth $21.9M as of Q3 2026.
  • UBS Group sold 1,562 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $128K.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #2556 holding.
  • UBS Group first reported a position in iShares Future Exponential Technologies ETF in Q2 2015 and has held it in 43 quarters since.
  • UBS Group's iShares Future Exponential Technologies ETF position peaked at $34M in Q4 2021.
  • 186 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.