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

Valmark Advisers’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	$6.07M	Sell	73,484 -934	-1%	-$72.9K	0.06%	136
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

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

Valmark Advisers's XT Position: Q2 2026 in Review

Valmark Advisers reduced its iShares Future Exponential Technologies ETF (XT) stake by 1.3% in Q2 2026, selling an estimated $72.9K and leaving 73,484 shares worth $6.07M. The position accounts for 0.06% of the portfolio, ranked #136.

Valmark Advisers first reported a position in XT in Q3 2021 and has held it in 20 quarters since. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Valmark Advisers held 73,484 shares of iShares Future Exponential Technologies ETF worth $6.07M as of Q2 2026.
Valmark Advisers sold 934 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $72.9K.
iShares Future Exponential Technologies ETF made up 0.06% of Valmark Advisers's portfolio in Q2 2026, its #136 holding.
Valmark Advisers first reported a position in iShares Future Exponential Technologies ETF in Q3 2021 and has held it in 20 quarters since.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.