Independent Advisor Alliance’s PortfolioPlus S&P 500 ETF PPLC Stock Holding History

Independent Advisor Alliance’s Portfolio PPLC Stock Details PPLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-6,568	Closed	-$295K	–	548
2020 Q2	$295K	Buy	+6,568	New	+$253K	0.03%	367
2020 Q1	–	Sell	-116,854	Closed	-$5.21M	–	934
2019 Q4	$5.21M	Buy	116,854 +111,859	+2,239%	+$4.73M	0.23%	103
2019 Q3	$212K	Buy	+4,995	New	+$200K	0.03%	411

Independent Advisor Alliance's PPLC Position: Q3 2020 in Review

Independent Advisor Alliance sold out of PortfolioPlus S&P 500 ETF (PPLC) in Q3 2020, closing a stake of 6,568 shares — an estimated $295K sold.

Independent Advisor Alliance first reported a position in PPLC in Q3 2019 and held it in 3 quarters. The position peaked at $5.21M in Q4 2019. 0 funds tracked by Wall St. Rank hold PPLC as of Q3 2020.

Independent Advisor Alliance reported no remaining PortfolioPlus S&P 500 ETF position as of Q3 2020 after selling out during the quarter.
Independent Advisor Alliance sold 6,568 PortfolioPlus S&P 500 ETF shares in Q3 2020, an estimated $295K.
Independent Advisor Alliance first reported a position in PortfolioPlus S&P 500 ETF in Q3 2019 and held it in 3 quarters.
Independent Advisor Alliance's PortfolioPlus S&P 500 ETF position peaked at $5.21M in Q4 2019.
0 funds tracked by Wall St. Rank held PortfolioPlus S&P 500 ETF as of Q3 2020.

Based on Independent Advisor Alliance's 13F filing for Q3 2020, filed 4 Nov 2020.