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Institutional & Family Asset Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Institutional & Family Asset 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 		$37.6K Hold
366
– – 0.01% 266
2024
Q1 		$37.2K Buy
+366
New +$34.7K 0.01% 265

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

Institutional & Family Asset Management's PPA Position: Q2 2024 in Review

Institutional & Family Asset Management held its Invesco Aerospace & Defense ETF (PPA) position steady in Q2 2024 at 366 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #266.

Institutional & Family Asset Management first reported a position in PPA in Q1 2024 and has held it in 2 quarters since. 349 funds tracked by Wall St. Rank hold PPA as of Q2 2024.

  • Institutional & Family Asset Management held 366 shares of Invesco Aerospace & Defense ETF worth $37.6K as of Q2 2024.
  • Institutional & Family Asset Management left its Invesco Aerospace & Defense ETF share count unchanged in Q2 2024.
  • Invesco Aerospace & Defense ETF made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #266 holding.
  • Institutional & Family Asset Management first reported a position in Invesco Aerospace & Defense ETF in Q1 2024 and has held it in 2 quarters since.
  • 349 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.