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

Aspire 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
2023
Q1 		– Sell
-255
Closed -$20K – 196
2022
Q4 		$20K Hold
255
– – 0.02% 142
2022
Q3 		$16K Hold
255
– – 0.02% 136
2022
Q2 		$18K Hold
255
– – 0.02% 137
2022
Q1 		$20K Buy
+255
New +$18.9K 0.02% 137

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
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Aspire Wealth Management's PPA Position: Q1 2023 in Review

Aspire Wealth Management sold out of Invesco Aerospace & Defense ETF (PPA) in Q1 2023, closing a stake of 255 shares — an estimated $20K sold.

Aspire Wealth Management first reported a position in PPA in Q1 2022 and held it in 4 quarters. The position peaked at $20K in Q1 2022. 237 funds tracked by Wall St. Rank hold PPA as of Q1 2023.

  • Aspire Wealth Management reported no remaining Invesco Aerospace & Defense ETF position as of Q1 2023 after selling out during the quarter.
  • Aspire Wealth Management sold 255 Invesco Aerospace & Defense ETF shares in Q1 2023, an estimated $20K.
  • Aspire Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q1 2022 and held it in 4 quarters.
  • Aspire Wealth Management's Invesco Aerospace & Defense ETF position peaked at $20K in Q1 2022.
  • 237 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2023.

Based on Aspire Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.