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Peak Financial Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Peak Financial Advisors’s Portfolio ITA Stock Details ITA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-17,514
Closed -$2.04M – 63
2023
Q2 		$2.04M Buy
17,514
+1,105
+7% +$126K 1.6% 23
2023
Q1 		$1.89M Buy
16,409
+1,146
+8% +$130K 1.6% 20
2022
Q4 		$1.71M Buy
+15,263
New +$1.62M 1.56% 20

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Peak Financial Advisors's ITA Position: Q3 2023 in Review

Peak Financial Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q3 2023, closing a stake of 17,514 shares — an estimated $2.04M sold.

Peak Financial Advisors first reported a position in ITA in Q4 2022 and held it in 3 quarters. The position peaked at $2.04M in Q2 2023. 541 funds tracked by Wall St. Rank hold ITA as of Q3 2023.

  • Peak Financial Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q3 2023 after selling out during the quarter.
  • Peak Financial Advisors sold 17,514 iShares US Aerospace & Defense ETF shares in Q3 2023, an estimated $2.04M.
  • Peak Financial Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2022 and held it in 3 quarters.
  • Peak Financial Advisors's iShares US Aerospace & Defense ETF position peaked at $2.04M in Q2 2023.
  • 541 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2023.

Based on Peak Financial Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.