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

Wealthcare Capital 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 Q2	$2.4M	Sell	29,056 -1,303	-4%	-$102K	0.99%	17
2026 Q1	$2.07M	Sell	30,359 -860	-3%	-$61.1K	0.97%	19
2025 Q4	$2.18M	Sell	31,219 -666	-2%	-$48.8K	1.02%	18
2025 Q3	$2.29M	Buy	31,885 +160	+0.5%	+$10.8K	1.05%	21
2025 Q2	$2.07M	Sell	31,725 -1,708	-5%	-$102K	1.04%	19
2025 Q1	$1.92M	Sell	33,433 -376	-1%	-$23K	0.99%	19
2024 Q4	$2.02M	Buy	+33,809	New	+$2.06M	1.05%	20

Other funds holding XT

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return

DWP

Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

APWA

Atlas Private Wealth Advisors Matawan, New Jersey $457M AUM 21.4% 1-Year Est. Return

BSSFA

Baron Silver Stevens Financial Advisors Boca Raton, Florida $791M AUM 18.81% 1-Year Est. Return

Wealthcare Capital Partners's XT Position: Q2 2026 in Review

Wealthcare Capital Partners reduced its iShares Future Exponential Technologies ETF (XT) stake by 4.3% in Q2 2026, selling an estimated $102K and leaving 29,056 shares worth $2.4M. The position accounts for 0.99% of the portfolio, ranked #17.

Wealthcare Capital Partners first reported a position in XT in Q4 2024 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Wealthcare Capital Partners held 29,056 shares of iShares Future Exponential Technologies ETF worth $2.4M as of Q2 2026.
Wealthcare Capital Partners sold 1,303 iShares Future Exponential Technologies ETF shares in Q2 2026, an estimated $102K.
iShares Future Exponential Technologies ETF made up 0.99% of Wealthcare Capital Partners's portfolio in Q2 2026, its #17 holding.
Wealthcare Capital Partners first reported a position in iShares Future Exponential Technologies ETF in Q4 2024 and has held it in 7 quarters since.
121 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Wealthcare Capital Partners's 13F filing for Q2 2026, filed 9 Jul 2026.