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

Capital Performance Advisors’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
2026 Q3	$439K	Buy	+6,360	New	+$494K	0.03%	196

Other funds holding ITA

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

Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

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

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

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Capital Performance Advisors's ITA Position: Q3 2026 in Review

Capital Performance Advisors opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q3 2026: 6,360 shares worth $439K. The stake represents 0.03% of the portfolio and ranks #196 among its holdings.

705 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

Capital Performance Advisors held 6,360 shares of iShares US Aerospace & Defense ETF worth $439K as of Q3 2026.
iShares US Aerospace & Defense ETF was a new Capital Performance Advisors position in Q3 2026.
iShares US Aerospace & Defense ETF made up 0.03% of Capital Performance Advisors's portfolio in Q3 2026, its #196 holding.
705 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Capital Performance Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.