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Wealthspire Advisors (New York)’s iShares Future Exponential Technologies ETF XT Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-908
Closed -$65.3K – 2943
2025
Q3 		$65.3K Buy
+908
New +$61.5K ﹤0.01% 1141

Other funds holding XT

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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 $1.37T AUM 24.88% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Wealthspire Advisors (New York)'s XT Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of iShares Future Exponential Technologies ETF (XT) in Q4 2025, closing a stake of 908 shares — an estimated $65.3K sold.

Wealthspire Advisors (New York) first reported a position in XT in Q3 2025 and held it in 1 quarter. The position peaked at $65.3K in Q3 2025. 277 funds tracked by Wall St. Rank hold XT as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining iShares Future Exponential Technologies ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 908 iShares Future Exponential Technologies ETF shares in Q4 2025, an estimated $65.3K.
  • Wealthspire Advisors (New York) first reported a position in iShares Future Exponential Technologies ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iShares Future Exponential Technologies ETF position peaked at $65.3K in Q3 2025.
  • 277 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.