Guardian Wealth Advisors (North Carolina)’s Invesco Aerospace & Defense ETF PPA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
16,303
+977
| +6% | +$138K | 0.16% | 86 |
|
|
2025
Q1 | $1.79M | Buy |
15,326
+146
| +1% | +$17K | 0.14% | 92 |
|
|
2024
Q4 | $1.74M | Buy |
15,180
+145
| +1% | +$16.6K | 0.14% | 96 |
|
|
2024
Q3 | $1.73M | Buy |
15,035
+286
| +2% | +$32.9K | 0.18% | 73 |
|
|
2024
Q2 | $1.52M | Sell |
14,749
-1,561
| -10% | -$160K | 0.18% | 74 |
|
|
2024
Q1 | $1.66M | Sell |
16,310
-133
| -0.8% | -$13.5K | 0.2% | 72 |
|
|
2023
Q4 | $1.52M | Sell |
16,443
-1,599
| -9% | -$147K | 0.23% | 64 |
|
|
2023
Q3 | $1.44M | Buy |
18,042
+280
| +2% | +$22.3K | 0.24% | 63 |
|
|
2023
Q2 | $1.5M | Buy |
17,762
+1,445
| +9% | +$122K | 0.26% | 55 |
|
|
2023
Q1 | $1.31M | Sell |
16,317
-143
| -0.9% | -$11.5K | 0.23% | 57 |
|
|
2022
Q4 | $1.29M | Sell |
16,460
-157
| -0.9% | -$12.3K | 0.25% | 54 |
|
|
2022
Q3 | $1.07M | Sell |
16,617
-69
| -0.4% | -$4.45K | 0.2% | 60 |
|
|
2022
Q2 | $1.17M | Buy |
16,686
+2,981
| +22% | +$209K | 0.21% | 53 |
|
|
2022
Q1 | $1.07M | Sell |
13,705
-1,013
| -7% | -$79.3K | 0.46% | 41 |
|
|
2021
Q4 | $1.06M | Buy |
+14,718
| New | +$1.06M | 0.46% | 43 |
|