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Independent Financial Group’s XTI Aerospace XTIA Stock Holding History

Independent Financial Group’s Portfolio XTIA Stock Details XTIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.1K Hold
10,000
– – ﹤0.01% 1542
2026
Q1 		$20.7K Hold
10,000
– – ﹤0.01% 1443
2025
Q4 		$12.4K Hold
10,000
– – ﹤0.01% 1404
2025
Q3 		$14.7K Buy
+10,000
New +$18.7K ﹤0.01% 1354

Other funds holding XTIA

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MA
MYDA Advisors Woodmere, New York $672M AUM 71.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
C
Covestor London, United Kingdom $173M AUM 56.91% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Independent Financial Group's XTIA Position: Q2 2026 in Review

Independent Financial Group held its XTI Aerospace (XTIA) position steady in Q2 2026 at 10,000 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1542.

Independent Financial Group first reported a position in XTIA in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.7K in Q1 2026. 60 funds tracked by Wall St. Rank hold XTIA as of Q2 2026.

  • Independent Financial Group held 10,000 shares of XTI Aerospace worth $18.1K as of Q2 2026.
  • Independent Financial Group left its XTI Aerospace share count unchanged in Q2 2026.
  • XTI Aerospace made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1542 holding.
  • Independent Financial Group first reported a position in XTI Aerospace in Q3 2025 and has held it in 4 quarters since.
  • Independent Financial Group's XTI Aerospace position peaked at $20.7K in Q1 2026.
  • 60 funds tracked by Wall St. Rank held XTI Aerospace as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.