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ICA Group Wealth Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

ICA Group Wealth Management’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
Q2 		$5.65K Hold
55
– – ﹤0.01% 566
2024
Q1 		$5.59K Hold
55
– – ﹤0.01% 1015
2023
Q4 		$5.07K Buy
+55
New +$4.7K ﹤0.01% 1022
2023
Q3 		– Sell
-55
Closed -$4.65K – 953
2023
Q2 		$4.65K Buy
+55
New +$4.44K ﹤0.01% 987

Other funds holding PPA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 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
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

ICA Group Wealth Management's PPA Position: Q2 2024 in Review

ICA Group Wealth Management held its Invesco Aerospace & Defense ETF (PPA) position steady in Q2 2024 at 55 shares worth $5.65K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

ICA Group Wealth Management first reported a position in PPA in Q2 2023 and has held it in 4 quarters since. 349 funds tracked by Wall St. Rank hold PPA as of Q2 2024.

  • ICA Group Wealth Management held 55 shares of Invesco Aerospace & Defense ETF worth $5.65K as of Q2 2024.
  • ICA Group Wealth Management left its Invesco Aerospace & Defense ETF share count unchanged in Q2 2024.
  • Invesco Aerospace & Defense ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #566 holding.
  • ICA Group Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q2 2023 and has held it in 4 quarters since.
  • 349 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.