VestGen Advisors’s iShares Future Exponential Technologies ETF XT Stock Holding History

VestGen Advisors’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 Q3	$233K	Sell	2,796 -79	-3%	-$6.47K	0.01%	921
2026 Q2	$238K	Sell	2,875 -3	-0.1%	-$234	0.01%	956
2026 Q1	$227K	Sell	2,878 -193	-6%	-$13.7K	0.01%	956
2025 Q4	$214K	Sell	3,071 -1,749	-36%	-$128K	0.01%	709
2025 Q3	$347K	Sell	4,820 -45	-0.9%	-$3.05K	0.01%	569
2025 Q2	$321K	Sell	4,865 -462	-9%	-$27.6K	0.01%	491
2025 Q1	$307K	Buy	+5,327	New	+$326K	0.01%	460

Other funds holding XT

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return

Atlas Private Wealth Advisors Matawan, New Jersey $462M AUM 14.2% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $247M AUM 11.94% 1-Year Est. Return

Valley National Advisers Bethlehem, Pennsylvania $909M AUM 22.39% 1-Year Est. Return

VestGen Advisors's XT Position: Q3 2026 in Review

VestGen Advisors reduced its iShares Future Exponential Technologies ETF (XT) stake by 2.7% in Q3 2026, selling an estimated $6.47K and leaving 2,796 shares worth $233K. The position accounts for 0.01% of the portfolio, ranked #921.

VestGen Advisors first reported a position in XT in Q1 2025 and has held it in 7 quarters since. The position peaked at $347K in Q3 2025. 89 funds tracked by Wall St. Rank hold XT as of Q3 2026.

VestGen Advisors held 2,796 shares of iShares Future Exponential Technologies ETF worth $233K as of Q3 2026.
VestGen Advisors sold 79 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $6.47K.
iShares Future Exponential Technologies ETF made up 0.01% of VestGen Advisors's portfolio in Q3 2026, its #921 holding.
VestGen Advisors first reported a position in iShares Future Exponential Technologies ETF in Q1 2025 and has held it in 7 quarters since.
VestGen Advisors's iShares Future Exponential Technologies ETF position peaked at $347K in Q3 2025.
89 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.