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Engrave Wealth Partners’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Engrave Wealth Partners’s Portfolio XAR Stock Details XAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-47,597
Closed -$4.79M – 60
2022
Q2 		$4.79M Sell
47,597
-3,963
-8% -$437K 2.12% 13
2022
Q1 		$6.43M Sell
51,560
-820
-2% -$96.2K 2.4% 13
2021
Q4 		$6.1M Buy
52,380
+4,215
+9% +$501K 1.76% 17
2021
Q3 		$5.75M Sell
48,165
-2,383
-5% -$295K 1.7% 18
2021
Q2 		$6.69M Buy
+50,548
New +$6.49M 2.02% 21

Other funds holding XAR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $255M AUM 23.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return