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COMPASS FINANCIAL MANAGEMENT LLC’s XTI Aerospace XTIA Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio XTIA Stock Details XTIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.27K Buy
+700
New +$1.34K ﹤0.01% 1356

Other funds holding XTIA

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
C
Covestor London, United Kingdom $173M AUM 56.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
4WM
49 Wealth Management Austin, Texas $524M AUM 16.59% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's XTIA Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in XTI Aerospace (XTIA) in Q2 2026: 700 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #1356 among its holdings.

35 funds tracked by Wall St. Rank hold XTIA as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 700 shares of XTI Aerospace worth $1.27K as of Q2 2026.
  • XTI Aerospace was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • XTI Aerospace made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1356 holding.
  • 35 funds tracked by Wall St. Rank held XTI Aerospace as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.