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Clear Creek Financial Management’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

Clear Creek Financial Management’s Portfolio MISL Stock Details MISL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$300K Sell
6,548
-16,067
-71% -$735K 0.02% 525
2026
Q1 		$1.01M Buy
22,615
+7,478
+49% +$360K 0.08% 254
2025
Q4 		$648K Sell
15,137
-701
-4% -$29.4K 0.05% 316
2025
Q3 		$656K Sell
15,838
-31,130
-66% -$1.21M 0.06% 313
2025
Q2 		$1.75M Buy
+46,968
New +$1.55M 0.17% 138

Other funds holding MISL

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Clear Creek Financial Management's MISL Position: Q2 2026 in Review

Clear Creek Financial Management reduced its First Trust Indxx Aerospace & Defense ETF (MISL) stake by 71% in Q2 2026, selling an estimated $735K and leaving 6,548 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #525.

Clear Creek Financial Management first reported a position in MISL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.75M in Q2 2025. 128 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

  • Clear Creek Financial Management held 6,548 shares of First Trust Indxx Aerospace & Defense ETF worth $300K as of Q2 2026.
  • Clear Creek Financial Management sold 16,067 First Trust Indxx Aerospace & Defense ETF shares in Q2 2026, an estimated $735K.
  • First Trust Indxx Aerospace & Defense ETF made up 0.02% of Clear Creek Financial Management's portfolio in Q2 2026, its #525 holding.
  • Clear Creek Financial Management first reported a position in First Trust Indxx Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
  • Clear Creek Financial Management's First Trust Indxx Aerospace & Defense ETF position peaked at $1.75M in Q2 2025.
  • 128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.