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Global Wealth Management Investment Advisory’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Global Wealth Management Investment Advisory’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
2021
Q1 		– Sell
-300
Closed -$20K – 507
2020
Q4 		$20K Buy
+300
New +$18.6K 0.01% 236
2019
Q3 		– Sell
-100
Closed -$6K – 703
2019
Q2 		$6K Buy
+100
New +$6.17K ﹤0.01% 426

Other funds holding PPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $712M AUM
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Global Wealth Management Investment Advisory's PPA Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of Invesco Aerospace & Defense ETF (PPA) in Q1 2021, closing a stake of 300 shares — an estimated $20K sold.

Global Wealth Management Investment Advisory first reported a position in PPA in Q2 2019 and held it in 2 quarters. The position peaked at $20K in Q4 2020. 132 funds tracked by Wall St. Rank hold PPA as of Q1 2021.

  • Global Wealth Management Investment Advisory reported no remaining Invesco Aerospace & Defense ETF position as of Q1 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 300 Invesco Aerospace & Defense ETF shares in Q1 2021, an estimated $20K.
  • Global Wealth Management Investment Advisory first reported a position in Invesco Aerospace & Defense ETF in Q2 2019 and held it in 2 quarters.
  • Global Wealth Management Investment Advisory's Invesco Aerospace & Defense ETF position peaked at $20K in Q4 2020.
  • 132 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.