WNY Asset Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

WNY Asset 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	$513K	Buy	+7,531	New	+$535K	0.05%	151
2025 Q3	$507K	Hold	7,046	–	–	0.05%	141
2025 Q2	$460K	Sell	7,046 -1,077	-13%	-$64.2K	0.05%	145
2025 Q1	$468K	Sell	8,123 -760	-9%	-$46.5K	0.06%	147
2024 Q4	$530K	Sell	8,883 -650	-7%	-$39.5K	0.07%	125
2024 Q3	$580K	Hold	9,533	–	–	0.07%	132
2024 Q2	$561K	Sell	9,533 -350	-4%	-$20.3K	0.07%	134
2024 Q1	$589K	Hold	9,883	–	–	0.09%	132
2023 Q4	$592K	Sell	9,883 -220	-2%	-$11.9K	0.1%	134
2023 Q3	$527K	Hold	10,103	–	–	0.1%	130
2023 Q2	$562K	Sell	10,103 -198	-2%	-$10.4K	0.12%	106
2023 Q1	$543K	Hold	10,301	–	–	0.13%	110
2022 Q4	$488K	Hold	10,301	–	–	0.13%	115
2022 Q3	$459K	Sell	10,301 -2,548	-20%	-$127K	0.17%	103
2022 Q2	$616K	Sell	12,849 -145	-1%	-$7.53K	0.21%	87
2022 Q1	$769K	Hold	12,994	–	–	0.24%	79
2021 Q4	$860K	Buy	12,994 +161	+1%	+$10.5K	0.26%	74
2021 Q3	$807K	Hold	12,833	–	–	0.28%	74
2021 Q2	$812K	Sell	12,833 -434	-3%	-$26.7K	0.29%	69
2021 Q1	$786K	Buy	13,267 +326	+3%	+$19.4K	0.31%	58
2020 Q4	$739K	Buy	+12,941	New	+$683K	0.37%	36

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 $71.6B AUM 21.08% 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 $866M AUM 15.25% 1-Year Est. Return

WNY Asset Management's XT Position: Q1 2026 in Review

WNY Asset Management opened a new position in iShares Future Exponential Technologies ETF (XT) in Q1 2026: 7,531 shares worth $513K. The stake represents 0.05% of the portfolio and ranks #151 among its holdings. This is a return to the name: WNY Asset Management previously reported a position in XT as recently as Q3 2025.

WNY Asset Management first reported a position in XT in Q4 2020 and has held it in 21 quarters since. The position peaked at $860K in Q4 2021. 267 funds tracked by Wall St. Rank hold XT as of Q1 2026.

WNY Asset Management held 7,531 shares of iShares Future Exponential Technologies ETF worth $513K as of Q1 2026.
iShares Future Exponential Technologies ETF was a new WNY Asset Management position in Q1 2026.
iShares Future Exponential Technologies ETF made up 0.05% of WNY Asset Management's portfolio in Q1 2026, its #151 holding.
WNY Asset Management first reported a position in iShares Future Exponential Technologies ETF in Q4 2020 and has held it in 21 quarters since.
WNY Asset Management's iShares Future Exponential Technologies ETF position peaked at $860K in Q4 2021.
267 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q1 2026.

Based on WNY Asset Management's 13F filing for Q1 2026, filed 22 May 2026.