SteelPeak Wealth’s XTI Aerospace XTIA Stock Holding History

SteelPeak Wealth’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
2025 Q1	–	Sell	-384	Closed	-$4.13K	–	695
2024 Q4	$4.13K	Buy	+384	New	+$7.2K	﹤0.01%	566

Other funds holding XTIA

AFM

Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return

Sabby Management Miami Beach, Florida $45.1M AUM 74.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

WAM

Warberg Asset Management Winnetka, Illinois $600M AUM 23.37% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

PMIM

Prudent Man Investment Management Louisville, Colorado $293M AUM 17.46% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

SteelPeak Wealth's XTIA Position: Q1 2025 in Review

SteelPeak Wealth sold out of XTI Aerospace (XTIA) in Q1 2025, closing a stake of 384 shares — an estimated $4.13K sold.

SteelPeak Wealth first reported a position in XTIA in Q4 2024 and held it in 1 quarter. The position peaked at $4.13K in Q4 2024. 20 funds tracked by Wall St. Rank hold XTIA as of Q1 2025.

SteelPeak Wealth reported no remaining XTI Aerospace position as of Q1 2025 after selling out during the quarter.
SteelPeak Wealth sold 384 XTI Aerospace shares in Q1 2025, an estimated $4.13K.
SteelPeak Wealth first reported a position in XTI Aerospace in Q4 2024 and held it in 1 quarter.
SteelPeak Wealth's XTI Aerospace position peaked at $4.13K in Q4 2024.
20 funds tracked by Wall St. Rank held XTI Aerospace as of Q1 2025.

Based on SteelPeak Wealth's 13F filing for Q1 2025, filed 1 May 2025.