Wilson & Boucher Capital Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Wilson & Boucher Capital Management’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 Q1	$535K	Buy	7,852 +100	+1%	+$7.1K	0.36%	68
2025 Q4	$541K	Sell	7,752 -899	-10%	-$65.9K	0.36%	70
2025 Q3	$622K	Sell	8,651 -400	-4%	-$27.1K	0.41%	65
2025 Q2	$591K	Hold	9,051	–	–	0.41%	69
2025 Q1	$521K	Hold	9,051	–	–	0.39%	71
2024 Q4	$540K	Sell	9,051 -570	-6%	-$34.7K	0.38%	69
2024 Q3	$586K	Hold	9,621	–	–	0.4%	66
2024 Q2	$566K	Hold	9,621	–	–	0.43%	62
2024 Q1	$574K	Sell	9,621 -925	-9%	-$54.3K	0.45%	63
2023 Q4	$631K	Sell	10,546 -200	-2%	-$10.8K	0.53%	58
2023 Q3	$561K	Hold	10,746	–	–	0.53%	55
2023 Q2	$597K	Hold	10,746	–	–	0.54%	54
2023 Q1	$566K	Hold	10,746	–	–	0.54%	55
2022 Q4	$509K	Hold	10,746	–	–	0.52%	55
2022 Q3	$479K	Sell	10,746 -200	-2%	-$9.98K	0.56%	56
2022 Q2	$525K	Sell	10,946 -300	-3%	-$15.6K	0.58%	56
2022 Q1	$664K	Sell	11,246 -300	-3%	-$17.6K	0.6%	55
2021 Q4	$763K	Buy	+11,546	New	+$752K	0.69%	51

Other funds holding XT

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Wilson & Boucher Capital Management's XT Position: Q1 2026 in Review

Wilson & Boucher Capital Management increased its iShares Future Exponential Technologies ETF (XT) stake by 1.3% in Q1 2026, buying an estimated $7.1K and bringing the position to 7,852 shares worth $535K. The position accounts for 0.36% of the portfolio, ranked #68.

Wilson & Boucher Capital Management first reported a position in XT in Q4 2021 and has held it in 18 quarters since. The position peaked at $763K in Q4 2021. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

Wilson & Boucher Capital Management held 7,852 shares of iShares Future Exponential Technologies ETF worth $535K as of Q1 2026.
Wilson & Boucher Capital Management bought 100 iShares Future Exponential Technologies ETF shares in Q1 2026, an estimated $7.1K.
iShares Future Exponential Technologies ETF made up 0.36% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #68 holding.
Wilson & Boucher Capital Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2021 and has held it in 18 quarters since.
Wilson & Boucher Capital Management's iShares Future Exponential Technologies ETF position peaked at $763K in Q4 2021.
267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.