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Vaughan & Co Securities’s iShares Future Exponential Technologies ETF XT Stock Holding History

Vaughan & Co Securities’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
Q1 		– Sell
-2,993
Closed -$209K – 59
2025
Q4 		$209K Sell
2,993
-363
-11% -$26.6K 0.11% 57
2025
Q3 		$241K Sell
3,356
-9,235
-73% -$625K 0.13% 57
2025
Q2 		$822K Sell
12,591
-56,860
-82% -$3.39M 0.47% 22
2025
Q1 		$4M Sell
69,451
-29,418
-30% -$1.8M 2.48% 9
2024
Q4 		$5.9M Buy
98,869
+72
+0.1% +$4.38K 3.56% 9
2024
Q3 		$6.01M Buy
98,797
+822
+0.8% +$48.3K 3.54% 9
2024
Q2 		$5.76M Buy
97,975
+731
+0.8% +$42.5K 3.64% 9
2024
Q1 		$5.8M Sell
97,244
-132
-0.1% -$7.75K 3.69% 9
2023
Q4 		$5.83M Sell
97,376
-1,742
-2% -$93.9K 3.91% 9
2023
Q3 		$5.17M Buy
99,118
+321
+0.3% +$17.7K 3.84% 9
2023
Q2 		$5.49M Sell
98,797
-4,976
-5% -$262K 3.91% 9
2023
Q1 		$5.47M Sell
103,773
-1,663
-2% -$85.5K 4.06% 9
2022
Q4 		$4.99M Sell
105,436
-28,325
-21% -$1.36M 3.98% 8
2022
Q3 		$5.96M Sell
133,761
-20,699
-13% -$1.03M 5.15% 9
2022
Q2 		$7.4M Sell
154,460
-17,260
-10% -$896K 5.93% 7
2022
Q1 		$10.1M Buy
171,720
+26,269
+18% +$1.54M 7.01% 6
2021
Q4 		$9.61M Buy
145,451
+35,621
+32% +$2.32M 6.52% 6
2021
Q3 		$6.89M Buy
109,830
+43,842
+66% +$2.83M 5.15% 8
2021
Q2 		$4.17M Buy
65,988
+56,953
+630% +$3.51M 3.08% 8
2021
Q1 		$535K Buy
+9,035
New +$537K 0.43% 36

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $1.66T AUM 25.57% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Vaughan & Co Securities's XT Position: Q1 2026 in Review

Vaughan & Co Securities sold out of iShares Future Exponential Technologies ETF (XT) in Q1 2026, closing a stake of 2,993 shares — an estimated $209K sold.

Vaughan & Co Securities first reported a position in XT in Q1 2021 and held it in 20 quarters. The position peaked at $10.1M in Q1 2022. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

  • Vaughan & Co Securities reported no remaining iShares Future Exponential Technologies ETF position as of Q1 2026 after selling out during the quarter.
  • Vaughan & Co Securities sold 2,993 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $209K.
  • Vaughan & Co Securities first reported a position in iShares Future Exponential Technologies ETF in Q1 2021 and held it in 20 quarters.
  • Vaughan & Co Securities's iShares Future Exponential Technologies ETF position peaked at $10.1M in Q1 2022.
  • 267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Vaughan & Co Securities's 13F filing for Q1 2026, filed 27 Apr 2026.