Sims Investment Management’s XTI Aerospace XTIA Stock Holding History

Sims Investment Management’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 Q3	–	Sell	-595	Closed	-$1.08K	–	179
2026 Q2	$1.08K	Buy	+595	New	+$1.14K	﹤0.01%	155

Other funds holding XTIA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Sims Investment Management's XTIA Position: Q3 2026 in Review

Sims Investment Management sold out of XTI Aerospace (XTIA) in Q3 2026, closing a stake of 595 shares — an estimated $1.08K sold.

Sims Investment Management first reported a position in XTIA in Q2 2026 and held it in 1 quarter. The position peaked at $1.08K in Q2 2026. 2 funds tracked by Wall St. Rank hold XTIA as of Q3 2026.

Sims Investment Management reported no remaining XTI Aerospace position as of Q3 2026 after selling out during the quarter.
Sims Investment Management sold 595 XTI Aerospace shares in Q3 2026, an estimated $1.08K.
Sims Investment Management first reported a position in XTI Aerospace in Q2 2026 and held it in 1 quarter.
Sims Investment Management's XTI Aerospace position peaked at $1.08K in Q2 2026.
2 funds tracked by Wall St. Rank held XTI Aerospace as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.