M1FG
PPA icon

Mach-1 Financial Group’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Mach-1 Financial Group’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
Q4 		– Sell
-1
Closed – – 370
2022
Q3 		$0 Hold
1
– – ﹤0.01% 419
2022
Q2 		$0 Buy
+1
New +$73 ﹤0.01% 430

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
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Mach-1 Financial Group's PPA Position: Q4 2022 in Review

Mach-1 Financial Group sold out of Invesco Aerospace & Defense ETF (PPA) in Q4 2022, closing a stake of 1 share.

Mach-1 Financial Group first reported a position in PPA in Q2 2022 and held it in 2 quarters. The position peaked at $0 in Q3 2022. 225 funds tracked by Wall St. Rank hold PPA as of Q4 2022.

  • Mach-1 Financial Group reported no remaining Invesco Aerospace & Defense ETF position as of Q4 2022 after selling out during the quarter.
  • Mach-1 Financial Group sold 1 Invesco Aerospace & Defense ETF share in Q4 2022.
  • Mach-1 Financial Group first reported a position in Invesco Aerospace & Defense ETF in Q2 2022 and held it in 2 quarters.
  • Mach-1 Financial Group's Invesco Aerospace & Defense ETF position peaked at $0 in Q3 2022.
  • 225 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q4 2022.

Based on Mach-1 Financial Group's 13F filing for Q4 2022, filed 2 Feb 2023.