CreativeOne Wealth’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

CreativeOne Wealth’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	$830K	Buy	18,139 +1,981	+12%	+$90.7K	0.02%	642
2026 Q1	$722K	Buy	16,158 +10,901	+207%	+$525K	0.02%	681
2025 Q4	$225K	Sell	5,257 -48	-0.9%	-$2.01K	0.01%	1075
2025 Q3	$220K	Sell	5,305 -197	-4%	-$7.68K	0.01%	1067
2025 Q2	$206K	Buy	+5,502	New	+$182K	0.01%	1049

Other funds holding MISL

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

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

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 Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

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

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

CreativeOne Wealth's MISL Position: Q2 2026 in Review

CreativeOne Wealth increased its First Trust Indxx Aerospace & Defense ETF (MISL) stake by 12% in Q2 2026, buying an estimated $90.7K and bringing the position to 18,139 shares worth $830K. The position accounts for 0.02% of the portfolio, ranked #642.

CreativeOne Wealth first reported a position in MISL in Q2 2025 and has held it in 5 quarters since. 128 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

CreativeOne Wealth held 18,139 shares of First Trust Indxx Aerospace & Defense ETF worth $830K as of Q2 2026.
CreativeOne Wealth bought 1,981 First Trust Indxx Aerospace & Defense ETF shares in Q2 2026, an estimated $90.7K.
First Trust Indxx Aerospace & Defense ETF made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #642 holding.
CreativeOne Wealth first reported a position in First Trust Indxx Aerospace & Defense ETF in Q2 2025 and has held it in 5 quarters since.
128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.