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Lake Point Wealth Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Lake Point 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
2020
Q1 		$4K Hold
75
– – ﹤0.01% 197
2019
Q4 		$5K Buy
+75
New +$5.1K ﹤0.01% 375

Other funds holding PPA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Lake Point Wealth Management's PPA Position: Q1 2020 in Review

Lake Point Wealth Management held its Invesco Aerospace & Defense ETF (PPA) position steady in Q1 2020 at 75 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #197.

Lake Point Wealth Management first reported a position in PPA in Q4 2019 and has held it in 2 quarters since. The position peaked at $5K in Q4 2019. 131 funds tracked by Wall St. Rank hold PPA as of Q1 2020.

  • Lake Point Wealth Management held 75 shares of Invesco Aerospace & Defense ETF worth $4K as of Q1 2020.
  • Lake Point Wealth Management left its Invesco Aerospace & Defense ETF share count unchanged in Q1 2020.
  • Invesco Aerospace & Defense ETF made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q1 2020, its #197 holding.
  • Lake Point Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q4 2019 and has held it in 2 quarters since.
  • Lake Point Wealth Management's Invesco Aerospace & Defense ETF position peaked at $5K in Q4 2019.
  • 131 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2020.

Based on Lake Point Wealth Management's 13F filing for Q1 2020, filed 18 May 2020.