Advisors Preferred’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Advisors Preferred’s Portfolio ITA Stock Details ITA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-3,695	Closed	-$535K	–	289
2024 Q4	$535K	Buy	+3,695	New	+$557K	0.09%	98
2024 Q2	–	Sell	-1,224	Closed	-$160K	–	191
2024 Q1	$160K	Buy	+1,224	New	+$154K	0.03%	126
2023 Q2	–	Sell	-428	Closed	-$50K	–	208
2023 Q1	$50K	Buy	+428	New	+$48.7K	0.02%	107
2018 Q3	–	Sell	-1,312	Closed	-$126K	–	216
2018 Q2	$126K	Sell	1,312 -212	-14%	-$21K	0.06%	124
2018 Q1	$151K	Sell	1,524 -1,754	-54%	-$174K	0.07%	82
2017 Q4	$308K	Buy	3,278 +2,610	+391%	+$239K	0.13%	70
2017 Q3	$59K	Buy	+668	New	+$56K	0.03%	152
2017 Q2	–	Sell	-1,464	Closed	-$109K	–	237
2017 Q1	$109K	Sell	1,464 -2,098	-59%	-$154K	0.06%	106
2016 Q4	$250K	Buy	+3,562	New	+$243K	0.13%	75
2016 Q1	–	Sell	-1,644	Closed	-$97K	–	234
2015 Q4	$97K	Buy	+1,644	New	+$96.2K	0.05%	69
2015 Q3	–	Sell	-724	Closed	-$43K	–	225
2015 Q2	$43K	Sell	724 -2,330	-76%	-$143K	0.02%	129
2015 Q1	$189K	Buy	+3,054	New	+$183K	0.1%	82
2014 Q3	–	Sell	-748	Closed	-$40.3K	–	287
2014 Q2	$40.3K	Buy	+748	New	+$40.8K	0.02%	173
2014 Q1	–	Sell	-30,492	Closed	-$1.61M	–	384
2013 Q4	$1.61M	Buy	+30,492	New	+$1.5M	0.89%	38

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advisors Preferred's ITA Position: Q1 2025 in Review

Advisors Preferred sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2025, closing a stake of 3,695 shares — an estimated $535K sold.

Advisors Preferred first reported a position in ITA in Q4 2013 and held it in 14 quarters. The position peaked at $1.61M in Q4 2013. 700 funds tracked by Wall St. Rank hold ITA as of Q1 2025.

Advisors Preferred reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2025 after selling out during the quarter.
Advisors Preferred sold 3,695 iShares US Aerospace & Defense ETF shares in Q1 2025, an estimated $535K.
Advisors Preferred first reported a position in iShares US Aerospace & Defense ETF in Q4 2013 and held it in 14 quarters.
Advisors Preferred's iShares US Aerospace & Defense ETF position peaked at $1.61M in Q4 2013.
700 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2025.

Based on Advisors Preferred's 13F filing for Q1 2025, filed 6 May 2025.