Comprehensive Portfolio Management »

Ishares Tr Exponential Technologies Etf shares owned by Comprehensive Portfolio Management

Quarter-by-quarter ownership of Ishares Tr Exponential Technologies Etf (XT) shares owned by Comprehensive Portfolio Management from 13F filings

Historical chart of Comprehensive Portfolio Management investment in Ishares Tr Exponential Technologies Etf

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr Exponential Technologies Etf held by Comprehensive Portfolio Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Ishares Tr Exponential Technologies Etf by Comprehensive Portfolio Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 21k 71.94
2025-06-30 $1.3M 21k 65.25
2025-03-31 $2.5M 44k 57.56

More positions owned by Comprehensive Portfolio Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)
Vanguard Wellington Us Momentum (VFMO)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Comprehensive Portfolio Management

Top funds holding Ishares Tr Exponential Technologies Etf

Financial Engines Advisors L.L.C
LPL Financial
Ameriprise Financial
Baird Financial
UBS Group
Morgan Stanley
Commonwealth Equity Services
Wealthcare Advisory Partners
Raymond James Financial
Wharton Business Group
New England Private Wealth Advisors
CWM
Fundamentun
Dynamic Advisors Solutions
Mariner Wealth Advisors

View all funds holding Ishares Tr Exponential Technologies Etf