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Advanced Asset Management Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Advanced Asset Management Advisors’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
Q2 		– Sell
-202
Closed -$20.5K – 93
2024
Q1 		$20.5K Hold
202
– – 0.01% 85
2023
Q4 		$18.6K Hold
202
– – ﹤0.01% 86
2023
Q3 		$16.1K Hold
202
– – ﹤0.01% 85
2023
Q2 		$17.1K Hold
202
– – ﹤0.01% 84
2023
Q1 		$16.3K Hold
202
– – ﹤0.01% 84
2022
Q4 		$15.8K Hold
202
– – ﹤0.01% 141
2022
Q3 		$13K Hold
202
– – ﹤0.01% 83
2022
Q2 		$14K Hold
202
– – ﹤0.01% 82
2022
Q1 		$16K Hold
202
– – ﹤0.01% 80
2021
Q4 		$15K Hold
202
– – ﹤0.01% 84
2021
Q3 		$15K Hold
202
– – ﹤0.01% 87
2021
Q2 		$15K Hold
202
– – ﹤0.01% 87
2021
Q1 		$15K Hold
202
– – ﹤0.01% 90
2020
Q4 		$14K Buy
+202
New +$12.5K ﹤0.01% 89
2020
Q2 		– Sell
-1,132
Closed -$56K – 116
2020
Q1 		$56K Sell
1,132
-270
-19% -$17.5K 0.02% 97
2019
Q4 		$96K Buy
+1,402
New +$95.3K 0.03% 100

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 $7.29B AUM 16.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Advanced Asset Management Advisors's PPA Position: Q2 2024 in Review

Advanced Asset Management Advisors sold out of Invesco Aerospace & Defense ETF (PPA) in Q2 2024, closing a stake of 202 shares — an estimated $20.5K sold.

Advanced Asset Management Advisors first reported a position in PPA in Q4 2019 and held it in 16 quarters. The position peaked at $96K in Q4 2019. 349 funds tracked by Wall St. Rank hold PPA as of Q2 2024.

  • Advanced Asset Management Advisors reported no remaining Invesco Aerospace & Defense ETF position as of Q2 2024 after selling out during the quarter.
  • Advanced Asset Management Advisors sold 202 Invesco Aerospace & Defense ETF shares in Q2 2024, an estimated $20.5K.
  • Advanced Asset Management Advisors first reported a position in Invesco Aerospace & Defense ETF in Q4 2019 and held it in 16 quarters.
  • Advanced Asset Management Advisors's Invesco Aerospace & Defense ETF position peaked at $96K in Q4 2019.
  • 349 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2024.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2024, filed 1 Aug 2024.