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

Geller 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 Q4	$408K	Buy	3,559 +9	+0.3%	+$1.06K	0.03%	160
2024 Q3	$408K	Buy	3,550 +4	+0.1%	+$435	0.03%	165
2024 Q2	$364K	Buy	3,546 +5	+0.1%	+$513	0.03%	183
2024 Q1	$360K	Buy	3,541 +4	+0.1%	+$379	0.03%	191
2023 Q4	$326K	Buy	+3,537	New	+$303K	0.03%	190

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Geller Advisors's PPA Position: Q4 2024 in Review

Geller Advisors increased its Invesco Aerospace & Defense ETF (PPA) stake by 0.25% in Q4 2024, buying an estimated $1.06K and bringing the position to 3,559 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #160.

Geller Advisors first reported a position in PPA in Q4 2023 and has held it in 5 quarters since. 391 funds tracked by Wall St. Rank hold PPA as of Q4 2024.

Geller Advisors held 3,559 shares of Invesco Aerospace & Defense ETF worth $408K as of Q4 2024.
Geller Advisors bought 9 Invesco Aerospace & Defense ETF shares in Q4 2024, an estimated $1.06K.
Invesco Aerospace & Defense ETF made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #160 holding.
Geller Advisors first reported a position in Invesco Aerospace & Defense ETF in Q4 2023 and has held it in 5 quarters since.
391 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.