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Kiley Juergens Wealth Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Kiley Juergens 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
2018
Q1 		– Sell
-851
Closed -$45K – 465
2017
Q4 		$45K Buy
+851
New +$45K 0.04% 214

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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Kiley Juergens Wealth Management's PPA Position: Q1 2018 in Review

Kiley Juergens Wealth Management sold out of Invesco Aerospace & Defense ETF (PPA) in Q1 2018, closing a stake of 851 shares — an estimated $45K sold.

Kiley Juergens Wealth Management first reported a position in PPA in Q4 2017 and held it in 1 quarter. The position peaked at $45K in Q4 2017. 129 funds tracked by Wall St. Rank hold PPA as of Q1 2018.

  • Kiley Juergens Wealth Management reported no remaining Invesco Aerospace & Defense ETF position as of Q1 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 851 Invesco Aerospace & Defense ETF shares in Q1 2018, an estimated $45K.
  • Kiley Juergens Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q4 2017 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Invesco Aerospace & Defense ETF position peaked at $45K in Q4 2017.
  • 129 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2018, filed 23 Apr 2018.