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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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. 288 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.
288 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.