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Lenox Wealth Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Lenox Wealth Advisors’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
2022
Q1 		$33K Hold
425
– – ﹤0.01% 302
2021
Q4 		$31K Buy
+425
New +$30.9K ﹤0.01% 329

Other funds holding PPA

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Lenox Wealth Advisors's PPA Position: Q1 2022 in Review

Lenox Wealth Advisors held its Invesco Aerospace & Defense ETF (PPA) position steady in Q1 2022 at 425 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #302.

Lenox Wealth Advisors first reported a position in PPA in Q4 2021 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold PPA as of Q1 2022.

  • Lenox Wealth Advisors held 425 shares of Invesco Aerospace & Defense ETF worth $33K as of Q1 2022.
  • Lenox Wealth Advisors left its Invesco Aerospace & Defense ETF share count unchanged in Q1 2022.
  • Invesco Aerospace & Defense ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #302 holding.
  • Lenox Wealth Advisors first reported a position in Invesco Aerospace & Defense ETF in Q4 2021 and has held it in 2 quarters since.
  • 174 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.