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

Milestone Wealth’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
Q3 		$2K Hold
27
– – ﹤0.01% 226
2022
Q2 		$2K Hold
27
– – ﹤0.01% 220
2022
Q1 		$2K Hold
27
– – ﹤0.01% 243
2021
Q4 		$2K Buy
+27
New +$1.96K ﹤0.01% 243

Other funds holding PPA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Milestone Wealth's PPA Position: Q3 2022 in Review

Milestone Wealth held its Invesco Aerospace & Defense ETF (PPA) position steady in Q3 2022 at 27 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Milestone Wealth first reported a position in PPA in Q4 2021 and has held it in 4 quarters since. 180 funds tracked by Wall St. Rank hold PPA as of Q3 2022.

  • Milestone Wealth held 27 shares of Invesco Aerospace & Defense ETF worth $2K as of Q3 2022.
  • Milestone Wealth left its Invesco Aerospace & Defense ETF share count unchanged in Q3 2022.
  • Invesco Aerospace & Defense ETF made up ﹤0.01% of Milestone Wealth's portfolio in Q3 2022, its #226 holding.
  • Milestone Wealth first reported a position in Invesco Aerospace & Defense ETF in Q4 2021 and has held it in 4 quarters since.
  • 180 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.