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Advanced Research Investment Solutions’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Advanced Research Investment Solutions’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
2021
Q4 		– Sell
-110
Closed -$7.91K – 209
2021
Q3 		$7.91K Buy
+110
New +$8.09K ﹤0.01% 118

Other funds holding PPA

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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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $270M AUM 15.46% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HBWM
Hollow Brook Wealth Management Katonah, New York $392M AUM 36.68% 1-Year Est. Return

Advanced Research Investment Solutions's PPA Position: Q4 2021 in Review

Advanced Research Investment Solutions sold out of Invesco Aerospace & Defense ETF (PPA) in Q4 2021, closing a stake of 110 shares — an estimated $7.91K sold.

Advanced Research Investment Solutions first reported a position in PPA in Q3 2021 and held it in 1 quarter. The position peaked at $7.91K in Q3 2021. 143 funds tracked by Wall St. Rank hold PPA as of Q4 2021.

  • Advanced Research Investment Solutions reported no remaining Invesco Aerospace & Defense ETF position as of Q4 2021 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 110 Invesco Aerospace & Defense ETF shares in Q4 2021, an estimated $7.91K.
  • Advanced Research Investment Solutions first reported a position in Invesco Aerospace & Defense ETF in Q3 2021 and held it in 1 quarter.
  • Advanced Research Investment Solutions's Invesco Aerospace & Defense ETF position peaked at $7.91K in Q3 2021.
  • 143 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q4 2021.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2021, filed 9 Feb 2022.