Titus Wealth Management’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Titus Wealth Management’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
2022 Q2	$209K	Buy	+2,103	New	+$216K	0.1%	153

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

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

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Titus Wealth Management's ITA Position: Q2 2022 in Review

Titus Wealth Management opened a new position in iShares US Aerospace & Defense ETF (ITA) in Q2 2022: 2,103 shares worth $209K. The stake represents 0.1% of the portfolio and ranks #153 among its holdings.

424 funds tracked by Wall St. Rank hold ITA as of Q2 2022.

Titus Wealth Management held 2,103 shares of iShares US Aerospace & Defense ETF worth $209K as of Q2 2022.
iShares US Aerospace & Defense ETF was a new Titus Wealth Management position in Q2 2022.
iShares US Aerospace & Defense ETF made up 0.1% of Titus Wealth Management's portfolio in Q2 2022, its #153 holding.
424 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.