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Iron Horse Wealth Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Iron Horse 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
Q1 		– Sell
-71
Closed -$6.54K – 503
2023
Q4 		$6.54K Hold
71
– – ﹤0.01% 236
2023
Q3 		$5.67K Buy
+71
New +$5.93K ﹤0.01% 244

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 $8.53B AUM 21.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 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

Iron Horse Wealth Management's PPA Position: Q1 2024 in Review

Iron Horse Wealth Management sold out of Invesco Aerospace & Defense ETF (PPA) in Q1 2024, closing a stake of 71 shares — an estimated $6.54K sold.

Iron Horse Wealth Management first reported a position in PPA in Q3 2023 and held it in 2 quarters. The position peaked at $6.54K in Q4 2023. 323 funds tracked by Wall St. Rank hold PPA as of Q1 2024.

  • Iron Horse Wealth Management reported no remaining Invesco Aerospace & Defense ETF position as of Q1 2024 after selling out during the quarter.
  • Iron Horse Wealth Management sold 71 Invesco Aerospace & Defense ETF shares in Q1 2024, an estimated $6.54K.
  • Iron Horse Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q3 2023 and held it in 2 quarters.
  • Iron Horse Wealth Management's Invesco Aerospace & Defense ETF position peaked at $6.54K in Q4 2023.
  • 323 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2024.

Based on Iron Horse Wealth Management's 13F filing for Q1 2024, filed 17 Apr 2024.