Jones Financial Companies
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Jones Financial Companies’s XTI Aerospace XTIA Stock Holding History

Jones Financial Companies’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 		$48.3K Buy
28,779
+4,160
+17% +$7.97K ﹤0.01% 3149
2026
Q1 		$51.7K Buy
24,619
+9,543
+63% +$19K ﹤0.01% 2948
2025
Q4 		$18.7K Buy
15,076
+3,311
+28% +$4.86K ﹤0.01% 2957
2025
Q3 		$17.1K Sell
11,765
-1,632
-12% -$3.04K ﹤0.01% 2872
2025
Q2 		$22.4K Buy
+13,397
New +$24.1K ﹤0.01% 2543

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

Jones Financial Companies's XTIA Position: Q2 2026 in Review

Jones Financial Companies increased its XTI Aerospace (XTIA) stake by 17% in Q2 2026, buying an estimated $7.97K and bringing the position to 28,779 shares worth $48.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3149.

Jones Financial Companies first reported a position in XTIA in Q2 2025 and has held it in 5 quarters since. The position peaked at $51.7K in Q1 2026. 59 funds tracked by Wall St. Rank hold XTIA as of Q2 2026.

  • Jones Financial Companies held 28,779 shares of XTI Aerospace worth $48.3K as of Q2 2026.
  • Jones Financial Companies bought 4,160 XTI Aerospace shares in Q2 2026, an estimated $7.97K.
  • XTI Aerospace made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3149 holding.
  • Jones Financial Companies first reported a position in XTI Aerospace in Q2 2025 and has held it in 5 quarters since.
  • Jones Financial Companies's XTI Aerospace position peaked at $51.7K in Q1 2026.
  • 59 funds tracked by Wall St. Rank held XTI Aerospace as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.