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Golden State Wealth Management’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

Golden State Wealth 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 		$452K Sell
9,875
-430
-4% -$19.7K 0.04% 297
2026
Q1 		$461K Buy
10,305
+330
+3% +$15.9K 0.05% 261
2025
Q4 		$427K Hold
9,975
– – 0.05% 280
2025
Q3 		$413K Buy
9,975
+875
+10% +$34.1K 0.05% 270
2025
Q2 		$340K Buy
9,100
+100
+1% +$3.31K 0.04% 290
2025
Q1 		$273K Hold
9,000
– – 0.04% 303
2024
Q4 		$274K Buy
+9,000
New +$287K 0.04% 278

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

Golden State Wealth Management's MISL Position: Q2 2026 in Review

Golden State Wealth Management reduced its First Trust Indxx Aerospace & Defense ETF (MISL) stake by 4.2% in Q2 2026, selling an estimated $19.7K and leaving 9,875 shares worth $452K. The position accounts for 0.04% of the portfolio, ranked #297.

Golden State Wealth Management first reported a position in MISL in Q4 2024 and has held it in 7 quarters since. The position peaked at $461K in Q1 2026. 128 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

  • Golden State Wealth Management held 9,875 shares of First Trust Indxx Aerospace & Defense ETF worth $452K as of Q2 2026.
  • Golden State Wealth Management sold 430 First Trust Indxx Aerospace & Defense ETF shares in Q2 2026, an estimated $19.7K.
  • First Trust Indxx Aerospace & Defense ETF made up 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #297 holding.
  • Golden State Wealth Management first reported a position in First Trust Indxx Aerospace & Defense ETF in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's First Trust Indxx Aerospace & Defense ETF position peaked at $461K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.