Benchmark Capital Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Benchmark Capital 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
2018 Q4	$232K	Buy	4,700 +100	+2%	+$5.51K	0.23%	91
2018 Q3	$283K	Hold	4,600	–	–	0.21%	96
2018 Q2	$253K	Buy	4,600 +300	+7%	+$17K	0.19%	105
2018 Q1	$244K	Hold	4,300	–	–	0.19%	107
2017 Q4	$232K	Sell	4,300 -100	-2%	-$5.28K	0.18%	108
2017 Q3	$226K	Hold	4,400	–	–	0.18%	111
2017 Q2	$202K	Buy	+4,400	New	+$199K	0.16%	116

Other funds holding PPA

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Benchmark Capital Advisors's PPA Position: Q4 2018 in Review

Benchmark Capital Advisors increased its Invesco Aerospace & Defense ETF (PPA) stake by 2.2% in Q4 2018, buying an estimated $5.51K and bringing the position to 4,700 shares worth $232K. The position accounts for 0.23% of the portfolio, ranked #91.

Benchmark Capital Advisors first reported a position in PPA in Q2 2017 and has held it in 7 quarters since. The position peaked at $283K in Q3 2018. 120 funds tracked by Wall St. Rank hold PPA as of Q4 2018.

Benchmark Capital Advisors held 4,700 shares of Invesco Aerospace & Defense ETF worth $232K as of Q4 2018.
Benchmark Capital Advisors bought 100 Invesco Aerospace & Defense ETF shares in Q4 2018, an estimated $5.51K.
Invesco Aerospace & Defense ETF made up 0.23% of Benchmark Capital Advisors's portfolio in Q4 2018, its #91 holding.
Benchmark Capital Advisors first reported a position in Invesco Aerospace & Defense ETF in Q2 2017 and has held it in 7 quarters since.
Benchmark Capital Advisors's Invesco Aerospace & Defense ETF position peaked at $283K in Q3 2018.
120 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q4 2018.

Based on Benchmark Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.