Prosperity Financial Group’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

Prosperity Financial Group’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 Q3	$4.37M	Sell	104,948 -995	-0.9%	-$44K	1.28%	20
2026 Q2	$4.85M	Buy	105,943 +534	+0.5%	+$24.4K	1.5%	16
2026 Q1	$4.71M	Sell	105,409 -18,185	-15%	-$876K	1.74%	10
2025 Q4	$5.29M	Buy	123,594 +3,940	+3%	+$165K	1.9%	10
2025 Q3	$4.96M	Buy	119,654 +1,399	+1%	+$54.5K	1.81%	9
2025 Q2	$4.42M	Buy	118,255 +952	+0.8%	+$31.5K	1.88%	10
2025 Q1	$3.55M	Buy	117,303 +7,270	+7%	+$223K	1.77%	13
2024 Q4	$3.35M	Buy	110,033 +6,604	+6%	+$210K	1.67%	13
2024 Q3	$3.28M	Buy	103,429 +65,934	+176%	+$1.98M	1.84%	12
2024 Q2	$1.05M	Buy	+37,495	New	+$1.04M	0.66%	42

Other funds holding MISL

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Global Assets Advisory Orlando, Florida $452M AUM 21.46% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

James T. Borello East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Prosperity Financial Group's MISL Position: Q3 2026 in Review

Prosperity Financial Group reduced its First Trust Indxx Aerospace & Defense ETF (MISL) stake by 0.94% in Q3 2026, selling an estimated $44K and leaving 104,948 shares worth $4.37M. The position accounts for 1.28% of the portfolio, ranked #20.

Prosperity Financial Group first reported a position in MISL in Q2 2024 and has held it in 10 quarters since. The position peaked at $5.29M in Q4 2025. 39 funds tracked by Wall St. Rank hold MISL as of Q3 2026.

Prosperity Financial Group held 104,948 shares of First Trust Indxx Aerospace & Defense ETF worth $4.37M as of Q3 2026.
Prosperity Financial Group sold 995 First Trust Indxx Aerospace & Defense ETF shares in Q3 2026, an estimated $44K.
First Trust Indxx Aerospace & Defense ETF made up 1.28% of Prosperity Financial Group's portfolio in Q3 2026, its #20 holding.
Prosperity Financial Group first reported a position in First Trust Indxx Aerospace & Defense ETF in Q2 2024 and has held it in 10 quarters since.
Prosperity Financial Group's First Trust Indxx Aerospace & Defense ETF position peaked at $5.29M in Q4 2025.
39 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q3 2026.

Based on Prosperity Financial Group's 13F filing for Q3 2026, filed 29 Oct 2026.