Clear Perspective Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-140	Closed	-$8K	–	361
2018 Q2	$8K	Hold	140	–	–	0.01%	392
2018 Q1	$8K	Hold	140	–	–	0.01%	377
2017 Q4	$8K	Hold	140	–	–	0.01%	361
2017 Q3	$7K	Hold	140	–	–	0.01%	367
2017 Q2	$6K	Hold	140	–	–	0.01%	384
2017 Q1	$6K	Hold	140	–	–	﹤0.01%	344
2016 Q4	$6K	Buy	+140	New	+$5.67K	﹤0.01%	340

Other funds holding PPA

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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 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

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

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

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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

Clear Perspective Advisors's PPA Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Invesco Aerospace & Defense ETF (PPA) in Q3 2018, closing a stake of 140 shares — an estimated $8K sold.

Clear Perspective Advisors first reported a position in PPA in Q4 2016 and held it in 7 quarters. The position peaked at $8K in Q2 2018. 123 funds tracked by Wall St. Rank hold PPA as of Q3 2018.

Clear Perspective Advisors reported no remaining Invesco Aerospace & Defense ETF position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 140 Invesco Aerospace & Defense ETF shares in Q3 2018, an estimated $8K.
Clear Perspective Advisors first reported a position in Invesco Aerospace & Defense ETF in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Invesco Aerospace & Defense ETF position peaked at $8K in Q2 2018.
123 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.