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

Bogart Wealth LLC’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 		– Sell
-55
Closed -$4.43K – 1100
2023
Q1 		$4.43K Hold
55
– – ﹤0.01% 743
2022
Q4 		$4.31K Hold
55
– – ﹤0.01% 694
2022
Q3 		$4K Buy
+55
New +$3.93K ﹤0.01% 735
2018
Q3 		– Sell
-83
Closed -$4K – 346
2018
Q2 		$4K Buy
+83
New +$4.71K ﹤0.01% 294

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

Bogart Wealth LLC's PPA Position: Q2 2023 in Review

Bogart Wealth LLC sold out of Invesco Aerospace & Defense ETF (PPA) in Q2 2023, closing a stake of 55 shares — an estimated $4.43K sold.

Bogart Wealth LLC first reported a position in PPA in Q2 2018 and held it in 4 quarters. The position peaked at $4.43K in Q1 2023. 233 funds tracked by Wall St. Rank hold PPA as of Q2 2023.

  • Bogart Wealth LLC reported no remaining Invesco Aerospace & Defense ETF position as of Q2 2023 after selling out during the quarter.
  • Bogart Wealth LLC sold 55 Invesco Aerospace & Defense ETF shares in Q2 2023, an estimated $4.43K.
  • Bogart Wealth LLC first reported a position in Invesco Aerospace & Defense ETF in Q2 2018 and held it in 4 quarters.
  • Bogart Wealth LLC's Invesco Aerospace & Defense ETF position peaked at $4.43K in Q1 2023.
  • 233 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2023.

Based on Bogart Wealth LLC's 13F filing for Q2 2023, filed 31 Jul 2023.