Wealth Enhancement Advisory Services
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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

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wealth Enhancement Advisory Services's XT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its iShares Future Exponential Technologies ETF (XT) stake by 4.3% in Q2 2026, buying an estimated $30.4K and bringing the position to 9,341 shares worth $770K. The position accounts for ﹤0.01% of the portfolio, ranked #2292.

Wealth Enhancement Advisory Services first reported a position in XT in Q3 2023 and has held it in 12 quarters since. The position peaked at $864K in Q4 2023. 287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,341 shares of iShares Future Exponential Technologies ETF worth $770K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 389 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $30.4K.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2292 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares Future Exponential Technologies ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's iShares Future Exponential Technologies ETF position peaked at $864K in Q4 2023.
  • 287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.