Widmann Financial Services’s iShares Future Exponential Technologies ETF XT Stock Holding History

Widmann Financial Services’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	$204K	Buy	+2,469	New	+$193K	0.11%	121

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

Widmann Financial Services's XT Position: Q2 2026 in Review

Widmann Financial Services opened a new position in iShares Future Exponential Technologies ETF (XT) in Q2 2026: 2,469 shares worth $204K. The stake represents 0.11% of the portfolio and ranks #121 among its holdings.

287 funds tracked by Wall St. Rank hold XT as of Q2 2026.

Widmann Financial Services held 2,469 shares of iShares Future Exponential Technologies ETF worth $204K as of Q2 2026.
iShares Future Exponential Technologies ETF was a new Widmann Financial Services position in Q2 2026.
iShares Future Exponential Technologies ETF made up 0.11% of Widmann Financial Services's portfolio in Q2 2026, its #121 holding.
287 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on Widmann Financial Services's 13F filing for Q2 2026, filed 14 Aug 2026.