BOPW
PPA icon

Brandywine Oak Private Wealth’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Brandywine Oak Private 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
2019
Q1 		– Sell
-300
Closed -$14K – 513
2018
Q4 		$14K Buy
+300
New +$16.5K ﹤0.01% 476

Other funds holding PPA

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Brandywine Oak Private Wealth's PPA Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Invesco Aerospace & Defense ETF (PPA) in Q1 2019, closing a stake of 300 shares — an estimated $14K sold.

Brandywine Oak Private Wealth first reported a position in PPA in Q4 2018 and held it in 1 quarter. The position peaked at $14K in Q4 2018. 124 funds tracked by Wall St. Rank hold PPA as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Invesco Aerospace & Defense ETF position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 300 Invesco Aerospace & Defense ETF shares in Q1 2019, an estimated $14K.
  • Brandywine Oak Private Wealth first reported a position in Invesco Aerospace & Defense ETF in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Invesco Aerospace & Defense ETF position peaked at $14K in Q4 2018.
  • 124 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.