WCM
XT icon

Wealthcare Capital Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Wealthcare Capital Management’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 		$445K Sell
5,381
-21
-0.4% -$1.64K 0.04% 66
2026
Q1 		$368K Sell
5,402
-160
-3% -$11.4K 0.04% 67
2025
Q4 		$388K Sell
5,562
-19
-0.3% -$1.39K 0.04% 62
2025
Q3 		$402K Buy
5,581
+261
+5% +$17.7K 0.04% 59
2025
Q2 		$347K Sell
5,320
-5,731
-52% -$342K 0.04% 62
2025
Q1 		$636K Sell
11,051
-583
-5% -$35.6K 0.06% 47
2024
Q4 		$694K Sell
11,634
-653
-5% -$39.7K 0.07% 45
2024
Q3 		$748K Sell
12,287
-904
-7% -$53.1K 0.08% 43
2024
Q2 		$776K Sell
13,191
-70
-0.5% -$4.07K 0.08% 42
2024
Q1 		$791K Sell
13,261
-366
-3% -$21.5K 0.09% 40
2023
Q4 		$816K Sell
13,627
-1,705
-11% -$91.9K 0.09% 41
2023
Q3 		$800K Buy
15,332
+3,298
+27% +$182K 0.1% 38
2023
Q2 		$669K Sell
12,034
-733
-6% -$38.6K 0.08% 37
2023
Q1 		$673K Buy
12,767
+485
+4% +$24.9K 0.08% 37
2022
Q4 		$581K Buy
12,282
+1,344
+12% +$64.3K 0.07% 42
2022
Q3 		$488K Buy
10,938
+455
+4% +$22.7K 0.06% 42
2022
Q2 		$502K Buy
10,483
+508
+5% +$26.4K 0.06% 41
2022
Q1 		$589K Buy
9,975
+1,246
+14% +$73.3K 0.06% 44
2021
Q4 		$577K Buy
8,729
+354
+4% +$23.1K 0.05% 50
2021
Q3 		$525K Buy
8,375
+973
+13% +$62.7K 0.05% 48
2021
Q2 		$468K Buy
7,402
+1,098
+17% +$67.6K 0.05% 50
2021
Q1 		$373K Buy
+6,304
New +$375K 0.04% 52

Other funds holding XT

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 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
XPN
XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return