FinTrust Capital Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

FinTrust Capital 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	$21.3K	Hold	185	–	–	﹤0.01%	789
2024 Q2	$19K	Hold	185	–	–	﹤0.01%	774
2024 Q1	$18.8K	Hold	185	–	–	﹤0.01%	745
2023 Q4	$17.1K	Hold	185	–	–	﹤0.01%	732
2023 Q3	$14.8K	Hold	185	–	–	﹤0.01%	716
2023 Q2	$14.5K	Hold	185	–	–	﹤0.01%	712
2023 Q1	$14.5K	Hold	185	–	–	﹤0.01%	709
2022 Q4	$14.5K	Hold	185	–	–	﹤0.01%	706
2022 Q3	$13K	Hold	185	–	–	﹤0.01%	807
2022 Q2	$13K	Hold	185	–	–	﹤0.01%	818
2022 Q1	$14K	Hold	185	–	–	﹤0.01%	844
2021 Q4	$13K	Hold	185	–	–	﹤0.01%	862
2021 Q3	$13K	Hold	185	–	–	﹤0.01%	851
2021 Q2	$14K	Hold	185	–	–	﹤0.01%	843
2021 Q1	$13K	Hold	185	–	–	﹤0.01%	832
2020 Q4	$13K	Hold	185	–	–	﹤0.01%	777
2020 Q3	$10	Hold	185	–	–	﹤0.01%	812
2020 Q2	$10K	Hold	185	–	–	﹤0.01%	734
2020 Q1	$9K	Hold	185	–	–	﹤0.01%	775
2019 Q4	$13K	Hold	185	–	–	0.01%	709
2019 Q3	$13K	Hold	185	–	–	﹤0.01%	719
2019 Q2	$12K	Hold	185	–	–	﹤0.01%	698
2019 Q1	$11K	Hold	185	–	–	﹤0.01%	762
2018 Q4	$9K	Buy	+185	New	+$10.2K	﹤0.01%	810

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

FinTrust Capital Advisors's PPA Position: Q3 2024 in Review

FinTrust Capital Advisors held its Invesco Aerospace & Defense ETF (PPA) position steady in Q3 2024 at 185 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

FinTrust Capital Advisors first reported a position in PPA in Q4 2018 and has held it in 24 quarters since. 365 funds tracked by Wall St. Rank hold PPA as of Q3 2024.

FinTrust Capital Advisors held 185 shares of Invesco Aerospace & Defense ETF worth $21.3K as of Q3 2024.
FinTrust Capital Advisors left its Invesco Aerospace & Defense ETF share count unchanged in Q3 2024.
Invesco Aerospace & Defense ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #789 holding.
FinTrust Capital Advisors first reported a position in Invesco Aerospace & Defense ETF in Q4 2018 and has held it in 24 quarters since.
365 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.