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

Lenox 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
Q2 		– Sell
-10
Closed – – 787
2020
Q1 		$0 Buy
+10
New +$649 ﹤0.01% 754

Other funds holding PPA

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Lenox Wealth Management's PPA Position: Q2 2020 in Review

Lenox Wealth Management sold out of Invesco Aerospace & Defense ETF (PPA) in Q2 2020, closing a stake of 10 shares.

Lenox Wealth Management first reported a position in PPA in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 129 funds tracked by Wall St. Rank hold PPA as of Q2 2020.

  • Lenox Wealth Management reported no remaining Invesco Aerospace & Defense ETF position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Management sold 10 Invesco Aerospace & Defense ETF shares in Q2 2020.
  • Lenox Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q1 2020 and held it in 1 quarter.
  • Lenox Wealth Management's Invesco Aerospace & Defense ETF position peaked at $0 in Q1 2020.
  • 129 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.