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

Divergent 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
2024 Q3	$325K	Buy	2,827 +3	+0.1%	+$326	0.06%	28
2024 Q2	$290K	Buy	2,824 +4	+0.1%	+$410	0.06%	28
2024 Q1	$286K	Buy	2,820 +3	+0.1%	+$285	0.06%	27
2023 Q4	$260K	Buy	+2,817	New	+$241K	0.05%	30

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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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

MCM

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

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Divergent Wealth Advisors's PPA Position: Q3 2024 in Review

Divergent Wealth Advisors increased its Invesco Aerospace & Defense ETF (PPA) stake by 0.11% in Q3 2024, buying an estimated $326 and bringing the position to 2,827 shares worth $325K. The position accounts for 0.06% of the portfolio, ranked #28.

Divergent Wealth Advisors first reported a position in PPA in Q4 2023 and has held it in 4 quarters since. 365 funds tracked by Wall St. Rank hold PPA as of Q3 2024.

Divergent Wealth Advisors held 2,827 shares of Invesco Aerospace & Defense ETF worth $325K as of Q3 2024.
Divergent Wealth Advisors bought 3 Invesco Aerospace & Defense ETF shares in Q3 2024, an estimated $326.
Invesco Aerospace & Defense ETF made up 0.06% of Divergent Wealth Advisors's portfolio in Q3 2024, its #28 holding.
Divergent Wealth Advisors first reported a position in Invesco Aerospace & Defense ETF in Q4 2023 and has held it in 4 quarters since.
365 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2024.

Based on Divergent Wealth Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.