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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
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

AA
AlphaCentric Advisors San Juan, Puerto Rico $118M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LC
Landaas & Company Milwaukee, Wisconsin $550M AUM 22.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
CBT
Crews Bank & Trust Wauchula, Florida $766M AUM 19.5% 1-Year Est. Return
KFP
Kerr Financial Planning Fresno, California $89.6M AUM 72.71% 1-Year Est. Return

Lee, Danner & Bass's XTIA Position: Q2 2026 in Review

Lee, Danner & Bass 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 #250.

Lee, Danner & Bass first reported a position in XTIA in Q1 2026 and has held it in 2 quarters since. The position peaked at $20.7K in Q1 2026. 14 funds tracked by Wall St. Rank hold XTIA as of Q2 2026.

  • Lee, Danner & Bass held 10,000 shares of XTI Aerospace worth $18.1K as of Q2 2026.
  • Lee, Danner & Bass left its XTI Aerospace share count unchanged in Q2 2026.
  • XTI Aerospace made up ﹤0.01% of Lee, Danner & Bass's portfolio in Q2 2026, its #250 holding.
  • Lee, Danner & Bass first reported a position in XTI Aerospace in Q1 2026 and has held it in 2 quarters since.
  • Lee, Danner & Bass's XTI Aerospace position peaked at $20.7K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held XTI Aerospace as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.