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

Clarus Wealth 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
2019 Q2	–	Sell	-250	Closed	-$14K	–	679
2019 Q1	$14K	Hold	250	–	–	0.01%	475
2018 Q4	$12K	Hold	250	–	–	0.02%	485
2018 Q3	$15K	Hold	250	–	–	0.01%	483
2018 Q2	$14K	Buy	+250	New	+$14.2K	0.01%	480

Other funds holding PPA

RIG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Clarus Wealth Advisors's PPA Position: Q2 2019 in Review

Clarus Wealth Advisors sold out of Invesco Aerospace & Defense ETF (PPA) in Q2 2019, closing a stake of 250 shares — an estimated $14K sold.

Clarus Wealth Advisors first reported a position in PPA in Q2 2018 and held it in 4 quarters. The position peaked at $15K in Q3 2018. 125 funds tracked by Wall St. Rank hold PPA as of Q2 2019.

Clarus Wealth Advisors reported no remaining Invesco Aerospace & Defense ETF position as of Q2 2019 after selling out during the quarter.
Clarus Wealth Advisors sold 250 Invesco Aerospace & Defense ETF shares in Q2 2019, an estimated $14K.
Clarus Wealth Advisors first reported a position in Invesco Aerospace & Defense ETF in Q2 2018 and held it in 4 quarters.
Clarus Wealth Advisors's Invesco Aerospace & Defense ETF position peaked at $15K in Q3 2018.
125 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2019.

Based on Clarus Wealth Advisors's 13F filing for Q2 2019, filed 24 Jul 2019.