Wedmont Private Capital
XT icon

Wedmont Private Capital’s iShares Future Exponential Technologies ETF XT Stock Holding History

Wedmont Private Capital’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 		$235K Hold
2,801
– – 0.01% 888
2026
Q2 		$231K Buy
+2,801
New +$219K 0.01% 861

Other funds holding XT

Dynamic Advisor Solutions
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Farther Finance Advisors
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Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
CNWM
Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $172M AUM 16.61% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
FOR
Family Office Research Bethesda, Maryland $260M AUM 20.53% 1-Year Est. Return

Wedmont Private Capital's XT Position: Q3 2026 in Review

Wedmont Private Capital held its iShares Future Exponential Technologies ETF (XT) position steady in Q3 2026 at 2,801 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #888.

Wedmont Private Capital first reported a position in XT in Q2 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • Wedmont Private Capital held 2,801 shares of iShares Future Exponential Technologies ETF worth $235K as of Q3 2026.
  • Wedmont Private Capital left its iShares Future Exponential Technologies ETF share count unchanged in Q3 2026.
  • iShares Future Exponential Technologies ETF made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #888 holding.
  • Wedmont Private Capital first reported a position in iShares Future Exponential Technologies ETF in Q2 2026 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.