James T. Borello RIA’s First Trust Indxx Aerospace & Defense ETF MISL Stock Holding History

James T. Borello RIA’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 Q3	$1.33M	Hold	31,871	–	–	0.28%	43
2026 Q2	$1.46M	Buy	+31,871	New	+$1.46M	0.32%	42

Other funds holding MISL

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BWM

Buska Wealth Management Wausau, Wisconsin $291M AUM 12.95% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany $5.31B AUM 25.55% 1-Year Est. Return

Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

James T. Borello RIA's MISL Position: Q3 2026 in Review

James T. Borello RIA held its First Trust Indxx Aerospace & Defense ETF (MISL) position steady in Q3 2026 at 31,871 shares worth $1.33M. The position accounts for 0.28% of the portfolio, ranked #43.

James T. Borello RIA first reported a position in MISL in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.46M in Q2 2026. 16 funds tracked by Wall St. Rank hold MISL as of Q3 2026.

James T. Borello RIA held 31,871 shares of First Trust Indxx Aerospace & Defense ETF worth $1.33M as of Q3 2026.
James T. Borello RIA left its First Trust Indxx Aerospace & Defense ETF share count unchanged in Q3 2026.
First Trust Indxx Aerospace & Defense ETF made up 0.28% of James T. Borello RIA's portfolio in Q3 2026, its #43 holding.
James T. Borello RIA first reported a position in First Trust Indxx Aerospace & Defense ETF in Q2 2026 and has held it in 2 quarters since.
James T. Borello RIA's First Trust Indxx Aerospace & Defense ETF position peaked at $1.46M in Q2 2026.
16 funds tracked by Wall St. Rank held First Trust Indxx Aerospace & Defense ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.