Wealthcare Advisory Partners’s iShares Future Exponential Technologies ETF XT Stock Holding History

Wealthcare Advisory Partners’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	$24M	Buy	288,286 +23,622	+9%	+$1.93M	0.41%	44
2026 Q2	$21.9M	Buy	264,664 +8,816	+3%	+$688K	0.41%	48
2026 Q1	$17.4M	Buy	255,848 +2,766	+1%	+$196K	0.34%	62
2025 Q4	$17.6M	Buy	253,082 +5,935	+2%	+$435K	0.35%	57
2025 Q3	$17.8M	Buy	247,147 +3,374	+1%	+$228K	0.37%	50
2025 Q2	$15.9M	Buy	243,773 +80,844	+50%	+$4.82M	0.36%	56
2025 Q1	$9.38M	Sell	162,929 -4,334	-3%	-$265K	0.25%	79
2024 Q4	$10M	Buy	167,263 +3,192	+2%	+$194K	0.28%	75
2024 Q3	$10M	Sell	164,071 -44,508	-21%	-$2.61M	0.28%	71
2024 Q2	$12.3M	Sell	208,579 -5,379	-3%	-$312K	0.38%	52
2024 Q1	$12.8M	Sell	213,958 -13,414	-6%	-$788K	0.42%	51
2023 Q4	$13.6M	Sell	227,372 -25,555	-10%	-$1.38M	0.54%	46
2023 Q3	$13.2M	Buy	252,927 +61,713	+32%	+$3.4M	0.61%	42
2023 Q2	$10.6M	Sell	191,214 -58,884	-24%	-$3.1M	0.48%	45
2023 Q1	$13.2M	Buy	250,098 +8,342	+3%	+$429K	0.57%	40
2022 Q4	$11.4M	Buy	241,756 +42,735	+21%	+$2.05M	0.55%	42
2022 Q3	$8.87M	Sell	199,021 -49,751	-20%	-$2.48M	0.51%	43
2022 Q2	$11.9M	Buy	248,772 +30,425	+14%	+$1.58M	0.72%	34
2022 Q1	$12.9M	Buy	218,347 +9,576	+5%	+$563K	0.78%	31
2021 Q4	$13.8M	Buy	208,771 +26,825	+15%	+$1.75M	0.82%	28
2021 Q3	$11.4M	Buy	181,946 +20,100	+12%	+$1.3M	0.75%	27
2021 Q2	$10.2M	Buy	161,846 +37,727	+30%	+$2.32M	0.69%	29
2021 Q1	$7.35M	Buy	+124,119	New	+$7.38M	0.53%	30
2020 Q2	–	Sell	-1,042	Closed	-$37K	–	1393
2020 Q1	$37K	Buy	1,042 +944	+963%	+$38.6K	0.01%	574
2019 Q4	$4K	Buy	+98	New	+$3.99K	﹤0.01%	1171
2019 Q3	–	Sell	-400	Closed	-$15K	–	1427
2019 Q2	$15K	Sell	400 -200	-33%	-$7.61K	﹤0.01%	808
2019 Q1	$23K	Sell	600 -170	-22%	-$6.19K	﹤0.01%	630
2018 Q4	$26K	Sell	770 -400	-34%	-$14.2K	0.01%	579
2018 Q3	$45K	Buy	1,170 +200	+21%	+$7.6K	0.01%	494
2018 Q2	$35K	Buy	970 +500	+106%	+$18.4K	0.01%	542
2018 Q1	$17K	Buy	+470	New	+$17.4K	﹤0.01%	631

Other funds holding XT

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

MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 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

Wealthcare Advisory Partners's XT Position: Q3 2026 in Review

Wealthcare Advisory Partners increased its iShares Future Exponential Technologies ETF (XT) stake by 8.9% in Q3 2026, buying an estimated $1.93M and bringing the position to 288,286 shares worth $24M. The position accounts for 0.41% of the portfolio, ranked #44.

Wealthcare Advisory Partners first reported a position in XT in Q1 2018 and has held it in 31 quarters since. 95 funds tracked by Wall St. Rank hold XT as of Q3 2026.

Wealthcare Advisory Partners held 288,286 shares of iShares Future Exponential Technologies ETF worth $24M as of Q3 2026.
Wealthcare Advisory Partners bought 23,622 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $1.93M.
iShares Future Exponential Technologies ETF made up 0.41% of Wealthcare Advisory Partners's portfolio in Q3 2026, its #44 holding.
Wealthcare Advisory Partners first reported a position in iShares Future Exponential Technologies ETF in Q1 2018 and has held it in 31 quarters since.
95 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2026, filed 21 Oct 2026.