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Venturi Wealth Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Venturi Wealth Management’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
2025
Q4 		– Sell
-5,547
Closed -$399K – 638
2025
Q3 		$399K Hold
5,547
– – 0.02% 385
2025
Q2 		$362K Hold
5,547
– – 0.02% 382
2025
Q1 		$319K Sell
5,547
-641
-10% -$39.2K 0.02% 432
2024
Q4 		$369K Buy
6,188
+1
+0% +$61 0.02% 399
2024
Q3 		$377K Sell
6,187
-150
-2% -$8.81K 0.02% 337
2024
Q2 		$373K Hold
6,337
– – 0.02% 320
2024
Q1 		$378K Hold
6,337
– – 0.02% 289
2023
Q4 		$379K Sell
6,337
-336
-5% -$18.1K 0.03% 289
2023
Q3 		$348K Sell
6,673
-535
-7% -$29.4K 0.03% 275
2023
Q2 		$401K Sell
7,208
-1,040
-13% -$54.8K 0.03% 235
2023
Q1 		$435K Sell
8,248
-1,894
-19% -$97.3K 0.04% 240
2022
Q4 		$480K Buy
10,142
+436
+4% +$20.9K 0.04% 236
2022
Q3 		$433K Sell
9,706
-1,930
-17% -$96.3K 0.04% 237
2022
Q2 		$558K Buy
11,636
+1,022
+10% +$53K 0.05% 216
2022
Q1 		$627K Sell
10,614
-2,329
-18% -$137K 0.05% 220
2021
Q4 		$855K Buy
12,943
+1,612
+14% +$105K 0.06% 201
2021
Q3 		$711K Buy
11,331
+295
+3% +$19K 0.06% 212
2021
Q2 		$698K Buy
11,036
+2,416
+28% +$149K 0.06% 209
2021
Q1 		$510K Buy
8,620
+1,440
+20% +$85.6K 0.05% 225
2020
Q4 		$411K Sell
7,180
-5
-0.1% -$264 0.04% 229
2020
Q3 		$349K Buy
7,185
+166
+2% +$7.94K 0.04% 224
2020
Q2 		$312K Hold
7,019
– – 0.04% 216
2020
Q1 		$250K Hold
7,019
– – 0.04% 192
2019
Q4 		$300K Sell
7,019
-743
-10% -$30.2K 0.04% 205
2019
Q3 		$300K Hold
7,762
– – 0.04% 192
2019
Q2 		$299K Hold
7,762
– – 0.04% 203
2019
Q1 		$299K Hold
7,762
– – 0.04% 212
2018
Q4 		$252K Buy
7,762
+120
+2% +$4.26K 0.04% 227
2018
Q3 		$297K Hold
7,642
– – 0.05% 147
2018
Q2 		$292K Sell
7,642
-8,010
-51% -$294K 0.05% 152
2018
Q1 		$569K Buy
+15,652
New +$579K 0.11% 129

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Venturi Wealth Management's XT Position: Q4 2025 in Review

Venturi Wealth Management sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2025, closing a stake of 5,547 shares — an estimated $399K sold.

Venturi Wealth Management first reported a position in XT in Q1 2018 and held it in 31 quarters. The position peaked at $855K in Q4 2021. 277 funds tracked by Wall St. Rank hold XT as of Q4 2025.

  • Venturi Wealth Management reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 5,547 iShares Future Exponential Technologies ETF shares in Q4 2025, an estimated $399K.
  • Venturi Wealth Management first reported a position in iShares Future Exponential Technologies ETF in Q1 2018 and held it in 31 quarters.
  • Venturi Wealth Management's iShares Future Exponential Technologies ETF position peaked at $855K in Q4 2021.
  • 277 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2025.

Based on Venturi Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.