Xcel Wealth Management
ITA icon

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

Xcel 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
2026
Q3 		$388K Sell
5,625
-15
-0.3% -$1.17K 0.1% 117
2026
Q2 		$456K Buy
5,640
+1,335
+31% +$101K 0.11% 112
2026
Q1 		$314K Buy
+4,305
New +$336K 0.09% 121

Other funds holding ITA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Xcel Wealth Management's ITA Position: Q3 2026 in Review

Xcel Wealth Management reduced its iShares US Aerospace & Defense ETF (ITA) stake by 0.27% in Q3 2026, selling an estimated $1.17K and leaving 5,625 shares worth $388K. The position accounts for 0.1% of the portfolio, ranked #117.

Xcel Wealth Management first reported a position in ITA in Q1 2026 and has held it in 3 quarters since. The position peaked at $456K in Q2 2026. 705 funds tracked by Wall St. Rank hold ITA as of Q3 2026.

  • Xcel Wealth Management held 5,625 shares of iShares US Aerospace & Defense ETF worth $388K as of Q3 2026.
  • Xcel Wealth Management sold 15 iShares US Aerospace & Defense ETF shares in Q3 2026, an estimated $1.17K.
  • iShares US Aerospace & Defense ETF made up 0.1% of Xcel Wealth Management's portfolio in Q3 2026, its #117 holding.
  • Xcel Wealth Management first reported a position in iShares US Aerospace & Defense ETF in Q1 2026 and has held it in 3 quarters since.
  • Xcel Wealth Management's iShares US Aerospace & Defense ETF position peaked at $456K in Q2 2026.
  • 705 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q3 2026.

Based on Xcel Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.