Lee, Danner & Bass
XTIA icon

Lee, Danner & Bass’s XTI Aerospace XTIA Stock Holding History

Lee, Danner & Bass’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 		$8.19K Hold
10,000
– – ﹤0.01% 247
2026
Q2 		$18.1K Hold
10,000
– – ﹤0.01% 250
2026
Q1 		$20.7K Buy
+10,000
New +$19.9K ﹤0.01% 246

Other funds holding XTIA

Covestor
Covestor London, United Kingdom $157M AUM 35.87% 1-Year Est. Return
Landaas & Company
Landaas & Company Milwaukee, Wisconsin $606M AUM 16.46% 1-Year Est. Return
Integrated Advisors Network
Integrated Advisors Network Dallas, Texas $2.19B AUM 21.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GK Wealth Management
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
Caitong International Asset Management
Caitong International Asset Management Hong Kong $1.04B AUM 150.25% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Lee, Danner & Bass's XTIA Position: Q3 2026 in Review

Lee, Danner & Bass held its XTI Aerospace (XTIA) position steady in Q3 2026 at 10,000 shares worth $8.19K. The position accounts for ﹤0.01% of the portfolio, ranked #247.

Lee, Danner & Bass first reported a position in XTIA in Q1 2026 and has held it in 3 quarters since. The position peaked at $20.7K in Q1 2026. 10 funds tracked by Wall St. Rank hold XTIA as of Q3 2026.

  • Lee, Danner & Bass held 10,000 shares of XTI Aerospace worth $8.19K as of Q3 2026.
  • Lee, Danner & Bass left its XTI Aerospace share count unchanged in Q3 2026.
  • XTI Aerospace made up ﹤0.01% of Lee, Danner & Bass's portfolio in Q3 2026, its #247 holding.
  • Lee, Danner & Bass first reported a position in XTI Aerospace in Q1 2026 and has held it in 3 quarters since.
  • Lee, Danner & Bass's XTI Aerospace position peaked at $20.7K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held XTI Aerospace as of Q3 2026.

Based on Lee, Danner & Bass's 13F filing for Q3 2026, filed 27 Oct 2026.