United Capital Financial Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

United Capital Financial Advisors’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
2024 Q4	–	Sell	-5,717	Closed	-$348K	–	1114
2024 Q3	$348K	Hold	5,717	–	–	﹤0.01%	829
2024 Q2	$336K	Sell	5,717 -1,210	-17%	-$70.3K	﹤0.01%	808
2024 Q1	$413K	Buy	6,927 +200	+3%	+$11.7K	﹤0.01%	785
2023 Q4	$403K	Sell	6,727 -739	-10%	-$39.8K	﹤0.01%	784
2023 Q3	$390K	Buy	7,466 +671	+10%	+$36.9K	﹤0.01%	688
2023 Q2	$378K	Buy	6,795 +2,318	+52%	+$122K	﹤0.01%	728
2023 Q1	$236K	Buy	4,477 +50	+1%	+$2.57K	﹤0.01%	889
2022 Q4	$210K	Buy	+4,427	New	+$212K	﹤0.01%	971
2022 Q3	–	Sell	-4,325	Closed	-$207K	–	1160
2022 Q2	$207K	Buy	+4,325	New	+$224K	﹤0.01%	1053

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

SIM

Stratos Investment Management Beachwood, Ohio $2.49B AUM 17.24% 1-Year Est. Return

United Capital Financial Advisors's XT Position: Q4 2024 in Review

United Capital Financial Advisors sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2024, closing a stake of 5,717 shares — an estimated $348K sold.

United Capital Financial Advisors first reported a position in XT in Q2 2022 and held it in 9 quarters. The position peaked at $413K in Q1 2024. 249 funds tracked by Wall St. Rank hold XT as of Q4 2024.

United Capital Financial Advisors reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2024 after selling out during the quarter.
United Capital Financial Advisors sold 5,717 iShares Future Exponential Technologies ETF shares in Q4 2024, an estimated $348K.
United Capital Financial Advisors first reported a position in iShares Future Exponential Technologies ETF in Q2 2022 and held it in 9 quarters.
United Capital Financial Advisors's iShares Future Exponential Technologies ETF position peaked at $413K in Q1 2024.
249 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2024.

Based on United Capital Financial Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.