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

BDO 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
2023
Q2 		$50.7K Hold
600
– – 0.01% 432
2023
Q1 		$48.3K Hold
600
– – 0.01% 425
2022
Q4 		$47K Buy
+600
New +$45.2K 0.01% 420

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
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
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 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

BDO Wealth Advisors's PPA Position: Q2 2023 in Review

BDO Wealth Advisors held its Invesco Aerospace & Defense ETF (PPA) position steady in Q2 2023 at 600 shares worth $50.7K. The position accounts for 0.01% of the portfolio, ranked #432.

BDO Wealth Advisors first reported a position in PPA in Q4 2022 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold PPA as of Q2 2023.

  • BDO Wealth Advisors held 600 shares of Invesco Aerospace & Defense ETF worth $50.7K as of Q2 2023.
  • BDO Wealth Advisors left its Invesco Aerospace & Defense ETF share count unchanged in Q2 2023.
  • Invesco Aerospace & Defense ETF made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #432 holding.
  • BDO Wealth Advisors first reported a position in Invesco Aerospace & Defense ETF in Q4 2022 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.