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

Clearview 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
2023
Q3 		– Sell
-351
Closed -$29.7K – 484
2023
Q2 		$29.7K Buy
351
+1
+0.3% +$81 0.03% 229
2023
Q1 		$28.2K Buy
+350
New +$27.9K 0.03% 236

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
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
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Clearview Wealth Advisors's PPA Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Invesco Aerospace & Defense ETF (PPA) in Q3 2023, closing a stake of 351 shares — an estimated $29.7K sold.

Clearview Wealth Advisors first reported a position in PPA in Q1 2023 and held it in 2 quarters. The position peaked at $29.7K in Q2 2023. 240 funds tracked by Wall St. Rank hold PPA as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Invesco Aerospace & Defense ETF position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 351 Invesco Aerospace & Defense ETF shares in Q3 2023, an estimated $29.7K.
  • Clearview Wealth Advisors first reported a position in Invesco Aerospace & Defense ETF in Q1 2023 and held it in 2 quarters.
  • Clearview Wealth Advisors's Invesco Aerospace & Defense ETF position peaked at $29.7K in Q2 2023.
  • 240 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.