Advocacy Wealth Management Services’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Advocacy Wealth Management Services’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
2020 Q1	–	Sell	-185	Closed	-$13K	–	130
2019 Q4	$13K	Sell	185 -12	-6%	-$816	﹤0.01%	118
2019 Q3	$13K	Hold	197	–	–	0.01%	115
2019 Q2	$13K	Hold	197	–	–	0.01%	120
2019 Q1	$12K	Hold	197	–	–	0.01%	101
2018 Q4	$10K	Hold	197	–	–	0.01%	117
2018 Q3	$12K	Hold	197	–	–	0.01%	120
2018 Q2	$11K	Hold	197	–	–	0.01%	125
2018 Q1	$11K	Hold	197	–	–	0.01%	129
2017 Q4	$11K	Hold	197	–	–	0.01%	151
2017 Q3	$10K	Hold	197	–	–	﹤0.01%	195
2017 Q2	$9K	Hold	197	–	–	﹤0.01%	198
2017 Q1	$9K	Sell	197 -12	-6%	-$518	﹤0.01%	220
2016 Q4	$9K	Hold	209	–	–	﹤0.01%	213
2016 Q3	$8K	Hold	209	–	–	﹤0.01%	284
2016 Q2	$8K	Sell	209 -12	-5%	-$439	﹤0.01%	310
2016 Q1	$8K	Buy	221 +103	+87%	+$3.48K	0.01%	377
2015 Q4	$4K	Buy	+118	New	+$4.18K	﹤0.01%	445

Other funds holding PPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Advocacy Wealth Management Services's PPA Position: Q1 2020 in Review

Advocacy Wealth Management Services sold out of Invesco Aerospace & Defense ETF (PPA) in Q1 2020, closing a stake of 185 shares — an estimated $13K sold.

Advocacy Wealth Management Services first reported a position in PPA in Q4 2015 and held it in 17 quarters. The position peaked at $13K in Q4 2019. 131 funds tracked by Wall St. Rank hold PPA as of Q1 2020.

Advocacy Wealth Management Services reported no remaining Invesco Aerospace & Defense ETF position as of Q1 2020 after selling out during the quarter.
Advocacy Wealth Management Services sold 185 Invesco Aerospace & Defense ETF shares in Q1 2020, an estimated $13K.
Advocacy Wealth Management Services first reported a position in Invesco Aerospace & Defense ETF in Q4 2015 and held it in 17 quarters.
Advocacy Wealth Management Services's Invesco Aerospace & Defense ETF position peaked at $13K in Q4 2019.
131 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2020.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2020, filed 2 Apr 2020.