Valmark Advisers’s iShares Future Exponential Technologies ETF XT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.07M	Buy	74,418 +2,776	+4%	+$197K	0.06%	139
2025 Q4	$5M	Buy	71,642 +3,881	+6%	+$284K	0.06%	133
2025 Q3	$4.87M	Buy	67,761 +219	+0.3%	+$14.8K	0.06%	127
2025 Q2	$4.41M	Buy	67,542 +200	+0.3%	+$11.9K	0.06%	126
2025 Q1	$3.88M	Buy	67,342 +6,077	+10%	+$371K	0.06%	133
2024 Q4	$3.66M	Buy	61,265 +2,247	+4%	+$137K	0.06%	130
2024 Q3	$3.59M	Buy	59,018 +3,185	+6%	+$187K	0.06%	131
2024 Q2	$3.28M	Buy	55,833 +6,819	+14%	+$396K	0.06%	130
2024 Q1	$2.92M	Buy	49,014 +998	+2%	+$58.6K	0.05%	133
2023 Q4	$2.87M	Buy	48,016 +3,007	+7%	+$162K	0.05%	128
2023 Q3	$2.35M	Buy	45,009 +1,174	+3%	+$64.6K	0.05%	129
2023 Q2	$2.44M	Buy	43,835 +13,289	+44%	+$700K	0.05%	128
2023 Q1	$1.61M	Buy	30,546 +1,671	+6%	+$85.9K	0.03%	168
2022 Q4	$1.37M	Buy	28,875 +2,741	+10%	+$131K	0.03%	177
2022 Q3	$1.17M	Sell	26,134 -31,013	-54%	-$1.55M	0.02%	171
2022 Q2	$2.74M	Buy	57,147 +46,078	+416%	+$2.39M	0.05%	99
2022 Q1	$654K	Buy	11,069 +6,790	+159%	+$399K	0.01%	265
2021 Q4	$283K	Buy	4,279 +680	+19%	+$44.3K	﹤0.01%	361
2021 Q3	$226K	Buy	+3,599	New	+$232K	﹤0.01%	368