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United Financial Planning Group’s iShares Future Exponential Technologies ETF XT Stock Holding History

United Financial Planning 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
2026
Q2 		$39.7K Hold
480
– – 0.02% 116
2026
Q1 		$32.7K Buy
+480
New +$34.1K 0.02% 105

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

United Financial Planning Group's XT Position: Q2 2026 in Review

United Financial Planning Group held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 480 shares worth $39.7K. The position accounts for 0.02% of the portfolio, ranked #116.

United Financial Planning Group first reported a position in XT in Q1 2026 and has held it in 2 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • United Financial Planning Group held 480 shares of iShares Future Exponential Technologies ETF worth $39.7K as of Q2 2026.
  • United Financial Planning Group left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
  • iShares Future Exponential Technologies ETF made up 0.02% of United Financial Planning Group's portfolio in Q2 2026, its #116 holding.
  • United Financial Planning Group first reported a position in iShares Future Exponential Technologies ETF in Q1 2026 and has held it in 2 quarters since.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.