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 Q3	–	Sell	-10,000	Closed	-$18.1K	–	1681
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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Independent Financial Group's XTIA Position: Q3 2026 in Review

Independent Financial Group sold out of XTI Aerospace (XTIA) in Q3 2026, closing a stake of 10,000 shares — an estimated $18.1K sold.

Independent Financial Group first reported a position in XTIA in Q3 2025 and held it in 4 quarters. The position peaked at $20.7K in Q1 2026. 2 funds tracked by Wall St. Rank hold XTIA as of Q3 2026.

Independent Financial Group reported no remaining XTI Aerospace position as of Q3 2026 after selling out during the quarter.
Independent Financial Group sold 10,000 XTI Aerospace shares in Q3 2026, an estimated $18.1K.
Independent Financial Group first reported a position in XTI Aerospace in Q3 2025 and held it in 4 quarters.
Independent Financial Group's XTI Aerospace position peaked at $20.7K in Q1 2026.
2 funds tracked by Wall St. Rank held XTI Aerospace as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.