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

Semmax 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
2021 Q1	–	Sell	-32	Closed	-$3K	–	275
2020 Q4	$3K	Buy	+32	New	+$2.81K	﹤0.01%	196
2019 Q3	–	Sell	-12	Closed	-$1K	–	311
2019 Q2	$1K	Sell	12 -466	-97%	-$48.3K	﹤0.01%	323
2019 Q1	$48K	Sell	478 -1,674	-78%	-$164K	0.03%	193
2018 Q4	$186K	Buy	+2,152	New	+$207K	0.15%	114

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Semmax Financial Advisors's ITA Position: Q1 2021 in Review

Semmax Financial Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2021, closing a stake of 32 shares — an estimated $3K sold.

Semmax Financial Advisors first reported a position in ITA in Q4 2018 and held it in 4 quarters. The position peaked at $186K in Q4 2018. 331 funds tracked by Wall St. Rank hold ITA as of Q1 2021.

Semmax Financial Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2021 after selling out during the quarter.
Semmax Financial Advisors sold 32 iShares US Aerospace & Defense ETF shares in Q1 2021, an estimated $3K.
Semmax Financial Advisors first reported a position in iShares US Aerospace & Defense ETF in Q4 2018 and held it in 4 quarters.
Semmax Financial Advisors's iShares US Aerospace & Defense ETF position peaked at $186K in Q4 2018.
331 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2021.

Based on Semmax Financial Advisors's 13F filing for Q1 2021, filed 4 May 2021.