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Centerpoint Advisory Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Centerpoint Advisory Group’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
Q1 		$483K Buy
2,210
+117
+6% +$27.4K 0.36% 56
2025
Q4 		$449K Sell
2,093
-302
-13% -$63.2K 0.35% 61
2025
Q3 		$501K Buy
2,395
+1,008
+73% +$199K 0.39% 59
2025
Q2 		$262K Buy
1,387
+39
+3% +$6.47K 0.23% 82
2025
Q1 		$206K Buy
+1,348
New +$206K 0.2% 90

Other funds holding ITA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Centerpoint Advisory Group's ITA Position: Q1 2026 in Review

Centerpoint Advisory Group increased its iShares US Aerospace & Defense ETF (ITA) stake by 5.6% in Q1 2026, buying an estimated $27.4K and bringing the position to 2,210 shares worth $483K. The position accounts for 0.36% of the portfolio, ranked #56.

Centerpoint Advisory Group first reported a position in ITA in Q1 2025 and has held it in 5 quarters since. The position peaked at $501K in Q3 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Centerpoint Advisory Group held 2,210 shares of iShares US Aerospace & Defense ETF worth $483K as of Q1 2026.
  • Centerpoint Advisory Group bought 117 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $27.4K.
  • iShares US Aerospace & Defense ETF made up 0.36% of Centerpoint Advisory Group's portfolio in Q1 2026, its #56 holding.
  • Centerpoint Advisory Group first reported a position in iShares US Aerospace & Defense ETF in Q1 2025 and has held it in 5 quarters since.
  • Centerpoint Advisory Group's iShares US Aerospace & Defense ETF position peaked at $501K in Q3 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Centerpoint Advisory Group's 13F filing for Q1 2026, filed 29 Apr 2026.