Medallion Wealth Advisors’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

Medallion Wealth Advisors’s Portfolio MISL Stock Details MISL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-156	Closed	-$6.97K	–	1276
2026 Q1	$6.97K	Hold	156	–	–	﹤0.01%	821
2025 Q4	$6.67K	Hold	156	–	–	﹤0.01%	813
2025 Q3	$6.47K	Hold	156	–	–	﹤0.01%	825
2025 Q2	$5.83K	Hold	156	–	–	﹤0.01%	811
2025 Q1	$4.72K	Hold	156	–	–	﹤0.01%	797
2024 Q4	$4.72K	Buy	+156	New	+$4.97K	﹤0.01%	754

Other funds holding MISL

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Medallion Wealth Advisors's MISL Position: Q2 2026 in Review

Medallion Wealth Advisors sold out of First Trust Indxx Aerospace & Defense ETF (MISL) in Q2 2026, closing a stake of 156 shares — an estimated $6.97K sold.

Medallion Wealth Advisors first reported a position in MISL in Q4 2024 and held it in 6 quarters. The position peaked at $6.97K in Q1 2026. 127 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

Medallion Wealth Advisors reported no remaining First Trust Indxx Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
Medallion Wealth Advisors sold 156 First Trust Indxx Aerospace & Defense ETF shares in Q2 2026, an estimated $6.97K.
Medallion Wealth Advisors first reported a position in First Trust Indxx Aerospace & Defense ETF in Q4 2024 and held it in 6 quarters.
Medallion Wealth Advisors's First Trust Indxx Aerospace & Defense ETF position peaked at $6.97K in Q1 2026.
127 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.