Householder Group Estate & Retirement Specialist’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Householder Group Estate & Retirement Specialist’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	$211K	Sell	1,842 -1,843	-50%	-$217K	0.16%	98
2024 Q3	$423K	Sell	3,685 -7,869	-68%	-$855K	0.12%	159
2024 Q2	$1.19M	Buy	11,554 +4,460	+63%	+$457K	0.33%	68
2024 Q1	$721K	Buy	7,094 +6,982	+6,234%	+$662K	0.21%	99
2023 Q4	$10K	Buy	112 +25	+29%	+$2.14K	﹤0.01%	766
2023 Q3	$6.99K	Buy	+87	New	+$7.27K	﹤0.01%	864
2023 Q1	$7K	Buy	+87	New	+$6.94K	﹤0.01%	891
2022 Q4	–	Sell	-87	Closed	-$5K	–	890
2022 Q3	$5K	Buy	+87	New	+$6.22K	﹤0.01%	866
2022 Q2	–	Sell	-13,723	Closed	-$1.07M	–	200
2022 Q1	$1.07M	Buy	+13,723	New	+$1.02M	0.43%	56

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 $8.53B AUM 21.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CAAS

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

Householder Group Estate & Retirement Specialist's PPA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Invesco Aerospace & Defense ETF (PPA) stake by 50% in Q4 2024, selling an estimated $217K and leaving 1,842 shares worth $211K. The position accounts for 0.16% of the portfolio, ranked #98.

Householder Group Estate & Retirement Specialist first reported a position in PPA in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.19M in Q2 2024. 391 funds tracked by Wall St. Rank hold PPA as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,842 shares of Invesco Aerospace & Defense ETF worth $211K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 1,843 Invesco Aerospace & Defense ETF shares in Q4 2024, an estimated $217K.
Invesco Aerospace & Defense ETF made up 0.16% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #98 holding.
Householder Group Estate & Retirement Specialist first reported a position in Invesco Aerospace & Defense ETF in Q1 2022 and has held it in 9 quarters since.
Householder Group Estate & Retirement Specialist's Invesco Aerospace & Defense ETF position peaked at $1.19M in Q2 2024.
391 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.