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Atlas Private Wealth Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Atlas Private Wealth 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
2020
Q3 		– Sell
-350
Closed -$19K – 713
2020
Q2 		$19K Buy
+350
New +$19K 0.02% 324

Other funds holding PPA

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RICHC
Renaissance Investment Consultants Holding Company Wayne, Pennsylvania $107M AUM 18.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Atlas Private Wealth Advisors's PPA Position: Q3 2020 in Review

Atlas Private Wealth Advisors sold out of Invesco Aerospace & Defense ETF (PPA) in Q3 2020, closing a stake of 350 shares — an estimated $19K sold.

Atlas Private Wealth Advisors first reported a position in PPA in Q2 2020 and held it in 1 quarter. The position peaked at $19K in Q2 2020. 115 funds tracked by Wall St. Rank hold PPA as of Q3 2020.

  • Atlas Private Wealth Advisors reported no remaining Invesco Aerospace & Defense ETF position as of Q3 2020 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 350 Invesco Aerospace & Defense ETF shares in Q3 2020, an estimated $19K.
  • Atlas Private Wealth Advisors first reported a position in Invesco Aerospace & Defense ETF in Q2 2020 and held it in 1 quarter.
  • Atlas Private Wealth Advisors's Invesco Aerospace & Defense ETF position peaked at $19K in Q2 2020.
  • 115 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2020.

Based on Atlas Private Wealth Advisors's 13F filing for Q3 2020, filed 27 Oct 2020.