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Bridge Advisory’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Bridge Advisory’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
2024
Q3 		$1.17M Sell
10,181
-211
-2% -$22.9K 0.56% 49
2024
Q2 		$1.07M Buy
10,392
+705
+7% +$72.3K 0.53% 51
2024
Q1 		$984K Buy
+9,687
New +$919K 0.49% 55

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Bridge Advisory's PPA Position: Q3 2024 in Review

Bridge Advisory reduced its Invesco Aerospace & Defense ETF (PPA) stake by 2% in Q3 2024, selling an estimated $22.9K and leaving 10,181 shares worth $1.17M. The position accounts for 0.56% of the portfolio, ranked #49.

Bridge Advisory first reported a position in PPA in Q1 2024 and has held it in 3 quarters since. 365 funds tracked by Wall St. Rank hold PPA as of Q3 2024.

  • Bridge Advisory held 10,181 shares of Invesco Aerospace & Defense ETF worth $1.17M as of Q3 2024.
  • Bridge Advisory sold 211 Invesco Aerospace & Defense ETF shares in Q3 2024, an estimated $22.9K.
  • Invesco Aerospace & Defense ETF made up 0.56% of Bridge Advisory's portfolio in Q3 2024, its #49 holding.
  • Bridge Advisory first reported a position in Invesco Aerospace & Defense ETF in Q1 2024 and has held it in 3 quarters since.
  • 365 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.