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XY Planning Network’s iShares Future Exponential Technologies ETF XT Stock Holding History

XY Planning Network’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 		$540K Hold
6,538
– – 0.07% 202
2026
Q1 		$452K Buy
+6,538
New +$464K 0.07% 190

Other funds holding XT

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
BC
Barrett & Company Providence, Rhode Island $357M AUM 22.45% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
OFS
Opus Financial Solutions Downers Grove, Illinois $124M AUM

XY Planning Network's XT Position: Q2 2026 in Review

XY Planning Network held its iShares Future Exponential Technologies ETF (XT) position steady in Q2 2026 at 6,538 shares worth $540K. The position accounts for 0.07% of the portfolio, ranked #202.

XY Planning Network first reported a position in XT in Q1 2026 and has held it in 2 quarters since. 80 funds tracked by Wall St. Rank hold XT as of Q2 2026.

  • XY Planning Network held 6,538 shares of iShares Future Exponential Technologies ETF worth $540K as of Q2 2026.
  • XY Planning Network left its iShares Future Exponential Technologies ETF share count unchanged in Q2 2026.
  • iShares Future Exponential Technologies ETF made up 0.07% of XY Planning Network's portfolio in Q2 2026, its #202 holding.
  • XY Planning Network first reported a position in iShares Future Exponential Technologies ETF in Q1 2026 and has held it in 2 quarters since.
  • 80 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.