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Ishares Tr Exponential Technologies Etf shares owned by Wealthcare Capital Partners

Quarter-by-quarter ownership of Ishares Tr Exponential Technologies Etf (XT) shares owned by Wealthcare Capital Partners from 13F filings

Historical chart of Wealthcare Capital Partners investment in Ishares Tr Exponential Technologies Etf

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All positions including Ishares Tr Exponential Technologies Etf held by Wealthcare Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr Exponential Technologies Etf by Wealthcare Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 32k 71.94
2025-06-30 $2.1M 32k 65.25
2025-03-31 $1.9M 33k 57.56
2024-12-31 $2.0M 34k 59.66

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Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
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Ishares Tr 7-10 Yr Trsy Bd (IEF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Series Trust Portfolio S&p600 (SPSM)
Microsoft Corporation (MSFT)

View all positions for Wealthcare Capital Partners

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