Evoke Wealth’s FTAI Aviation FTAI Stock Holding History

Evoke Wealth’s Portfolio FTAI Stock Details FTAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$840K	Sell	3,428 -243	-7%	-$64.3K	0.02%	306
2025 Q4	$723K	Sell	3,671 -403	-10%	-$68.7K	0.01%	320
2025 Q3	$680K	Sell	4,074 -1,464	-26%	-$208K	0.01%	302
2025 Q2	$637K	Sell	5,538 -187	-3%	-$20.9K	0.01%	294
2025 Q1	$636K	Buy	5,725 +50	+0.9%	+$5.91K	0.02%	240
2024 Q4	$817K	Buy	5,675 +22	+0.4%	+$3.24K	0.02%	203
2024 Q3	$751K	Sell	5,653 -6,047	-52%	-$685K	0.02%	208
2024 Q2	$1.21M	Sell	11,700 -8	-0.1%	-$636	1.42%	9
2024 Q1	$788K	Buy	11,708 +8	+0.1%	+$439	0.02%	196
2023 Q4	$543K	Hold	11,700	–	–	0.88%	27
2023 Q3	$416K	Hold	11,700	–	–	0.01%	251
2023 Q2	$370K	Hold	11,700	–	–	0.01%	254
2023 Q1	$327K	Hold	11,700	–	–	0.01%	265
2022 Q4	$200K	Hold	11,700	–	–	0.01%	338
2022 Q3	$175K	Sell	11,700 -2,001	-15%	-$34.5K	0.01%	340
2022 Q2	$226K	Hold	13,701	–	–	0.01%	301
2022 Q1	$301K	Hold	13,701	–	–	0.01%	292
2021 Q4	$338K	Hold	13,701	–	–	0.01%	286
2021 Q3	$296K	Buy	+13,701	New	+$328K	0.01%	285

Other funds holding FTAI

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Evoke Wealth's FTAI Position: Q1 2026 in Review

Evoke Wealth reduced its FTAI Aviation (FTAI) stake by 6.6% in Q1 2026, selling an estimated $64.3K and leaving 3,428 shares worth $840K. The position accounts for 0.02% of the portfolio, ranked #306.

Evoke Wealth first reported a position in FTAI in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.21M in Q2 2024. 612 funds tracked by Wall St. Rank hold FTAI as of Q1 2026.

Evoke Wealth held 3,428 shares of FTAI Aviation worth $840K as of Q1 2026.
Evoke Wealth sold 243 FTAI Aviation shares in Q1 2026, an estimated $64.3K.
FTAI Aviation made up 0.02% of Evoke Wealth's portfolio in Q1 2026, its #306 holding.
Evoke Wealth first reported a position in FTAI Aviation in Q3 2021 and has held it in 19 quarters since.
Evoke Wealth's FTAI Aviation position peaked at $1.21M in Q2 2024.
612 funds tracked by Wall St. Rank held FTAI Aviation as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.