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Prosperity Capital Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Prosperity Capital 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
2026
Q2 		$537K Buy
2,216
+1,226
+124% +$279K 0.03% 261
2026
Q1 		$217K Sell
990
-2,043
-67% -$478K 0.01% 386
2025
Q4 		$651K Sell
3,033
-13,355
-81% -$2.8M 0.04% 220
2025
Q3 		$3.43M Buy
+16,388
New +$3.23M 0.2% 81

Other funds holding ITA

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Prosperity Capital Advisors's ITA Position: Q2 2026 in Review

Prosperity Capital Advisors increased its iShares US Aerospace & Defense ETF (ITA) stake by 124% in Q2 2026, buying an estimated $279K and bringing the position to 2,216 shares worth $537K. The position accounts for 0.03% of the portfolio, ranked #261.

Prosperity Capital Advisors first reported a position in ITA in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.43M in Q3 2025. 292 funds tracked by Wall St. Rank hold ITA as of Q2 2026.

  • Prosperity Capital Advisors held 2,216 shares of iShares US Aerospace & Defense ETF worth $537K as of Q2 2026.
  • Prosperity Capital Advisors bought 1,226 iShares US Aerospace & Defense ETF shares in Q2 2026, an estimated $279K.
  • iShares US Aerospace & Defense ETF made up 0.03% of Prosperity Capital Advisors's portfolio in Q2 2026, its #261 holding.
  • Prosperity Capital Advisors first reported a position in iShares US Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
  • Prosperity Capital Advisors's iShares US Aerospace & Defense ETF position peaked at $3.43M in Q3 2025.
  • 292 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.