SageView Advisory Group’s XTI Aerospace XTIA Stock Holding History

SageView Advisory Group’s Portfolio XTIA Stock Details XTIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-500	Closed	-$620	–	2502
2025 Q4	$620	Buy	+500	New	+$733	﹤0.01%	2427

Other funds holding XTIA

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MYDA Advisors Woodmere, New York $672M AUM 71.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AlphaCentric Advisors San Juan, Puerto Rico $118M AUM

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Covestor London, United Kingdom $173M AUM 56.91% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SageView Advisory Group's XTIA Position: Q1 2026 in Review

SageView Advisory Group sold out of XTI Aerospace (XTIA) in Q1 2026, closing a stake of 500 shares — an estimated $620 sold.

SageView Advisory Group first reported a position in XTIA in Q4 2025 and held it in 1 quarter. The position peaked at $620 in Q4 2025. 52 funds tracked by Wall St. Rank hold XTIA as of Q1 2026.

SageView Advisory Group reported no remaining XTI Aerospace position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 500 XTI Aerospace shares in Q1 2026, an estimated $620.
SageView Advisory Group first reported a position in XTI Aerospace in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's XTI Aerospace position peaked at $620 in Q4 2025.
52 funds tracked by Wall St. Rank held XTI Aerospace as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.