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

IBEX Wealth 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
2019
Q3 		– Sell
-32
Closed -$2K – 313
2019
Q2 		$2K Buy
+32
New +$1.98K ﹤0.01% 400

Other funds holding PPA

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

IBEX Wealth Advisors's PPA Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of Invesco Aerospace & Defense ETF (PPA) in Q3 2019, closing a stake of 32 shares — an estimated $2K sold.

IBEX Wealth Advisors first reported a position in PPA in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 135 funds tracked by Wall St. Rank hold PPA as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining Invesco Aerospace & Defense ETF position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 32 Invesco Aerospace & Defense ETF shares in Q3 2019, an estimated $2K.
  • IBEX Wealth Advisors first reported a position in Invesco Aerospace & Defense ETF in Q2 2019 and held it in 1 quarter.
  • IBEX Wealth Advisors's Invesco Aerospace & Defense ETF position peaked at $2K in Q2 2019.
  • 135 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.