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

Bison Wealth’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
Q2 		– Sell
-68
Closed -$3K – 368
2020
Q1 		$3K Hold
68
– – ﹤0.01% 317
2019
Q4 		$5K Buy
+68
New +$4.62K ﹤0.01% 369

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bison Wealth's PPA Position: Q2 2020 in Review

Bison Wealth sold out of Invesco Aerospace & Defense ETF (PPA) in Q2 2020, closing a stake of 68 shares — an estimated $3K sold.

Bison Wealth first reported a position in PPA in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 129 funds tracked by Wall St. Rank hold PPA as of Q2 2020.

  • Bison Wealth reported no remaining Invesco Aerospace & Defense ETF position as of Q2 2020 after selling out during the quarter.
  • Bison Wealth sold 68 Invesco Aerospace & Defense ETF shares in Q2 2020, an estimated $3K.
  • Bison Wealth first reported a position in Invesco Aerospace & Defense ETF in Q4 2019 and held it in 2 quarters.
  • Bison Wealth's Invesco Aerospace & Defense ETF position peaked at $5K in Q4 2019.
  • 129 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2020.

Based on Bison Wealth's 13F filing for Q2 2020, filed 3 Aug 2020.