Wealth Enhancement Advisory Services
XT icon

Wealth Enhancement Advisory Services’s iShares Future Exponential Technologies ETF XT Stock Holding History

Wealth Enhancement Advisory Services’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 		$870K Buy
10,371
+1,030
+11% +$84.3K ﹤0.01% 2295
2026
Q2 		$770K Buy
9,341
+389
+4% +$30.4K ﹤0.01% 2292
2026
Q1 		$615K Sell
8,952
-2,128
-19% -$151K ﹤0.01% 2159
2025
Q4 		$797K Sell
11,080
-455
-4% -$33.3K ﹤0.01% 2113
2025
Q3 		$846K Buy
11,535
+811
+8% +$54.9K ﹤0.01% 1974
2025
Q2 		$712K Sell
10,724
-424
-4% -$25.3K ﹤0.01% 1956
2025
Q1 		$642K Sell
11,148
-55
-0.5% -$3.36K ﹤0.01% 1870
2024
Q4 		$668K Buy
11,203
+87
+0.8% +$5.29K ﹤0.01% 1791
2024
Q3 		$677K Sell
11,116
-967
-8% -$56.8K ﹤0.01% 1619
2024
Q2 		$711K Buy
12,083
+104
+0.9% +$6.04K ﹤0.01% 1437
2024
Q1 		$714K Sell
11,979
-2,449
-17% -$144K ﹤0.01% 1389
2023
Q4 		$864K Buy
14,428
+2,663
+23% +$144K ﹤0.01% 1228
2023
Q3 		$614K Buy
+11,765
New +$647K ﹤0.01% 1319

Other funds holding XT

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Stratos Investment Management
Stratos Investment Management Beachwood, Ohio $2.4B AUM 14.23% 1-Year Est. Return
Private Advisory Group
Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return
Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Wealth Enhancement Advisory Services's XT Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Future Exponential Technologies ETF (XT) stake by 11% in Q3 2026, buying an estimated $84.3K and bringing the position to 10,371 shares worth $870K. The position accounts for ﹤0.01% of the portfolio, ranked #2295.

Wealth Enhancement Advisory Services first reported a position in XT in Q3 2023 and has held it in 13 quarters since. 232 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • Wealth Enhancement Advisory Services held 10,371 shares of iShares Future Exponential Technologies ETF worth $870K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 1,030 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $84.3K.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2295 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Future Exponential Technologies ETF in Q3 2023 and has held it in 13 quarters since.
  • 232 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.