BOLTON SECURITIES CORPORATION’s iShares Future Exponential Technologies ETF XT Stock Holding History

BOLTON SECURITIES CORPORATION’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	$307K	Buy	3,685 +125	+4%	+$10.2K	0.01%	739
2026 Q2	$294K	Buy	3,560 +125	+4%	+$9.8K	0.01%	770
2026 Q1	$234K	Buy	+3,435	New	+$244K	0.01%	769
2025 Q3	$204K	Buy	+2,835	New	+$192K	0.01%	736
2025 Q1	$288K	Buy	+5,005	New	+$306K	0.02%	604

Other funds holding XT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return

Private Advisory Group Redmond, Washington $1.87B AUM 37.58% 1-Year Est. Return

Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's XT Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its iShares Future Exponential Technologies ETF (XT) stake by 3.5% in Q3 2026, buying an estimated $10.2K and bringing the position to 3,685 shares worth $307K. The position accounts for 0.01% of the portfolio, ranked #739.

BOLTON SECURITIES CORPORATION first reported a position in XT in Q1 2025 and has held it in 5 quarters since. 207 funds tracked by Wall St. Rank hold XT as of Q3 2026.

BOLTON SECURITIES CORPORATION held 3,685 shares of iShares Future Exponential Technologies ETF worth $307K as of Q3 2026.
BOLTON SECURITIES CORPORATION bought 125 iShares Future Exponential Technologies ETF shares in Q3 2026, an estimated $10.2K.
iShares Future Exponential Technologies ETF made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #739 holding.
BOLTON SECURITIES CORPORATION first reported a position in iShares Future Exponential Technologies ETF in Q1 2025 and has held it in 5 quarters since.
207 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.