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

Clear Point 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
2024 Q4	–	Sell	-308	Closed	-$35.4K	–	422
2024 Q3	$35.4K	Hold	308	–	–	0.03%	229
2024 Q2	$31.6K	Hold	308	–	–	0.03%	227
2024 Q1	$31.2K	Buy	308 +1	+0.3%	+$95	0.03%	236
2023 Q4	$28.3K	Buy	+307	New	+$26.3K	0.03%	231

Other funds holding PPA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Clear Point Advisors's PPA Position: Q4 2024 in Review

Clear Point Advisors sold out of Invesco Aerospace & Defense ETF (PPA) in Q4 2024, closing a stake of 308 shares — an estimated $35.4K sold.

Clear Point Advisors first reported a position in PPA in Q4 2023 and held it in 4 quarters. The position peaked at $35.4K in Q3 2024. 391 funds tracked by Wall St. Rank hold PPA as of Q4 2024.

Clear Point Advisors reported no remaining Invesco Aerospace & Defense ETF position as of Q4 2024 after selling out during the quarter.
Clear Point Advisors sold 308 Invesco Aerospace & Defense ETF shares in Q4 2024, an estimated $35.4K.
Clear Point Advisors first reported a position in Invesco Aerospace & Defense ETF in Q4 2023 and held it in 4 quarters.
Clear Point Advisors's Invesco Aerospace & Defense ETF position peaked at $35.4K in Q3 2024.
391 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.