4WM
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4J Wealth Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

4J Wealth Management’s Portfolio PPA Stock Details PPA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-18,561
Closed -$1.71M – 90
2023
Q4 		$1.71M Sell
18,561
-211
-1% -$18K 1.56% 19
2023
Q3 		$1.5M Buy
18,772
+465
+3% +$38.9K 1.49% 19
2023
Q2 		$1.55M Buy
18,307
+107
+0.6% +$8.64K 1.5% 18
2023
Q1 		$1.47M Buy
18,200
+796
+5% +$63.5K 1.57% 17
2022
Q4 		$1.36M Buy
17,404
+36
+0.2% +$2.71K 1.58% 14
2022
Q3 		$1.12M Buy
17,368
+441
+3% +$31.5K 1.43% 20
2022
Q2 		$1.19M Buy
16,927
+593
+4% +$43.1K 1.49% 20
2022
Q1 		$1.28M Buy
+16,334
New +$1.21M 1.12% 22

Other funds holding PPA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

4J Wealth Management's PPA Position: Q1 2024 in Review

4J Wealth Management sold out of Invesco Aerospace & Defense ETF (PPA) in Q1 2024, closing a stake of 18,561 shares — an estimated $1.71M sold.

4J Wealth Management first reported a position in PPA in Q1 2022 and held it in 8 quarters. The position peaked at $1.71M in Q4 2023. 323 funds tracked by Wall St. Rank hold PPA as of Q1 2024.

  • 4J Wealth Management reported no remaining Invesco Aerospace & Defense ETF position as of Q1 2024 after selling out during the quarter.
  • 4J Wealth Management sold 18,561 Invesco Aerospace & Defense ETF shares in Q1 2024, an estimated $1.71M.
  • 4J Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q1 2022 and held it in 8 quarters.
  • 4J Wealth Management's Invesco Aerospace & Defense ETF position peaked at $1.71M in Q4 2023.
  • 323 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2024.

Based on 4J Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.