Danda Trouve Investment Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Danda Trouve Investment Management’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
2022 Q3	$106K	Buy	1,641 +3	+0.2%	+$215	0.2%	28
2022 Q2	$115K	Buy	1,638 +1	+0.1%	+$73	0.18%	29
2022 Q1	$128K	Hold	1,637	–	–	0.16%	33
2021 Q4	$118K	Buy	1,637 +1	+0.1%	+$73	0.13%	40
2021 Q3	$118K	Buy	1,636 +1	+0.1%	+$74	0.14%	43
2021 Q2	$123K	Buy	1,635 +1	+0.1%	+$75	0.15%	42
2021 Q1	$119K	Hold	1,634	–	–	0.15%	43
2020 Q4	$111K	Buy	1,634 +1	+0.1%	+$62	0.14%	47
2020 Q3	$91K	Buy	1,633 +1	+0.1%	+$57	0.12%	43
2020 Q2	$90K	Buy	1,632 +3	+0.2%	+$163	0.14%	41
2020 Q1	$81K	Buy	1,629 +1	+0.1%	+$65	0.17%	38
2019 Q4	$111K	Buy	+1,628	New	+$111K	0.16%	40

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Danda Trouve Investment Management's PPA Position: Q3 2022 in Review

Danda Trouve Investment Management increased its Invesco Aerospace & Defense ETF (PPA) stake by 0.18% in Q3 2022, buying an estimated $215 and bringing the position to 1,641 shares worth $106K. The position accounts for 0.2% of the portfolio, ranked #28.

Danda Trouve Investment Management first reported a position in PPA in Q4 2019 and has held it in 12 quarters since. The position peaked at $128K in Q1 2022. 180 funds tracked by Wall St. Rank hold PPA as of Q3 2022.

Danda Trouve Investment Management held 1,641 shares of Invesco Aerospace & Defense ETF worth $106K as of Q3 2022.
Danda Trouve Investment Management bought 3 Invesco Aerospace & Defense ETF shares in Q3 2022, an estimated $215.
Invesco Aerospace & Defense ETF made up 0.2% of Danda Trouve Investment Management's portfolio in Q3 2022, its #28 holding.
Danda Trouve Investment Management first reported a position in Invesco Aerospace & Defense ETF in Q4 2019 and has held it in 12 quarters since.
Danda Trouve Investment Management's Invesco Aerospace & Defense ETF position peaked at $128K in Q1 2022.
180 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.