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
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

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CKAIS
Christensen King & Associates Investment Services Richland, Washington $252M AUM 20.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return