United Financial Planning Group »

Ishares Tr Exponential Technologies Etf shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Ishares Tr Exponential Technologies Etf (XT) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group 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 United Financial Planning Group 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 United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $33k 480 68.15

More positions owned by United Financial Planning Group

Vanguard Value Index Etf (VTV)
Vanguard Ftse Developed Etf (VEA)
Vanguard Growth Index Etf (VUG)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
Vanguard Real Estate Etf (VNQ)
Vanguard Total Int Bond Etf (BNDX)
Vanguard Short-term Bond Etf (BSV)
Vanguard Mid-cap Index Etf (VO)
Abbvie (ABBV)
Vanguard Total Etf (VTI)
Ishares 1-5 Year Etf (IGSB)
Apple (AAPL)
Vanguard Small-cap Index Etf (VB)

View all positions for United Financial Planning Group

Top funds holding Ishares Tr Exponential Technologies Etf

Financial Engines Advisors L.L.C
LPL Financial
Ameriprise Financial
Baird Financial
Commonwealth Equity Services
UBS Group
Bank of America Corporation
Wealthcare Advisory Partners
Morgan Stanley
New England Private Wealth Advisors
Raymond James Financial
Wharton Business Group
CWM
Fundamentun
Arkadios Wealth Advisors

View all funds holding Ishares Tr Exponential Technologies Etf