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Summit Wealth Group (Colorado)’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

Summit Wealth Group (Colorado)’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
Q2 		$799K Buy
17,466
+3,354
+24% +$154K 0.07% 153
2026
Q1 		$631K Hold
14,112
– – 0.07% 150
2025
Q4 		$604K Buy
+14,112
New +$592K 0.08% 129
2025
Q3 		– Sell
-14,112
Closed -$527K – 580
2025
Q2 		$527K Buy
+14,112
New +$466K 0.13% 126

Other funds holding MISL

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

Summit Wealth Group (Colorado)'s MISL Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its First Trust Indxx Aerospace & Defense ETF (MISL) stake by 24% in Q2 2026, buying an estimated $154K and bringing the position to 17,466 shares worth $799K. The position accounts for 0.07% of the portfolio, ranked #153.

Summit Wealth Group (Colorado) first reported a position in MISL in Q2 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold MISL as of Q2 2026.

  • Summit Wealth Group (Colorado) held 17,466 shares of First Trust Indxx Aerospace & Defense ETF worth $799K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 3,354 First Trust Indxx Aerospace & Defense ETF shares in Q2 2026, an estimated $154K.
  • First Trust Indxx Aerospace & Defense ETF made up 0.07% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #153 holding.
  • Summit Wealth Group (Colorado) first reported a position in First Trust Indxx Aerospace & Defense ETF in Q2 2025 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.