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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-7,379
Closed -$330K 291
2026
Q1
$330K Buy
+7,379
New +$356K 0.35% 89

Other funds holding MISL

Pacific Excel Wealth Advisors's MISL Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of First Trust Indxx Aerospace & Defense ETF (MISL) in Q2 2026, closing a stake of 7,379 shares — an estimated $330K sold.

Pacific Excel Wealth Advisors first reported a position in MISL in Q1 2026 and held it in 1 quarter. The position peaked at $330K in Q1 2026. 128 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining First Trust Indxx Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 7,379 First Trust Indxx Aerospace & Defense ETF shares in Q2 2026, an estimated $330K.
  • Pacific Excel Wealth Advisors first reported a position in First Trust Indxx Aerospace & Defense ETF in Q1 2026 and held it in 1 quarter.
  • Pacific Excel Wealth Advisors's First Trust Indxx Aerospace & Defense ETF position peaked at $330K in Q1 2026.
  • 128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.