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GoalVest Advisory’s FTAI Aviation FTAI Stock Holding History

GoalVest Advisory’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
Q3 		– Sell
-27
Closed -$7.3K – 746
2026
Q2 		$7.3K Hold
27
– – ﹤0.01% 363
2026
Q1 		$6.62K Buy
+27
New +$7.15K ﹤0.01% 383

Other funds holding FTAI

TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
WSA
Wealth Science Advisors Alpharetta, Georgia $238M AUM 17.79% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FCT
First Community Trust Dubuque, Iowa $300M AUM 39.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GoalVest Advisory's FTAI Position: Q3 2026 in Review

GoalVest Advisory sold out of FTAI Aviation (FTAI) in Q3 2026, closing a stake of 27 shares — an estimated $7.3K sold.

GoalVest Advisory first reported a position in FTAI in Q1 2026 and held it in 2 quarters. The position peaked at $7.3K in Q2 2026. 20 funds tracked by Wall St. Rank hold FTAI as of Q3 2026.

  • GoalVest Advisory reported no remaining FTAI Aviation position as of Q3 2026 after selling out during the quarter.
  • GoalVest Advisory sold 27 FTAI Aviation shares in Q3 2026, an estimated $7.3K.
  • GoalVest Advisory first reported a position in FTAI Aviation in Q1 2026 and held it in 2 quarters.
  • GoalVest Advisory's FTAI Aviation position peaked at $7.3K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held FTAI Aviation as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.