MUFG Americas’s Invesco Aerospace & Defense ETF PPA Stock Holding History

MUFG Americas’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
2021 Q3	–	Sell	-800	Closed	-$60K	–	863
2021 Q2	$60K	Hold	800	–	–	﹤0.01%	473
2021 Q1	$58K	Hold	800	–	–	﹤0.01%	494
2020 Q4	$54K	Hold	800	–	–	﹤0.01%	499
2020 Q3	$45K	Hold	800	–	–	﹤0.01%	487
2020 Q2	$44K	Hold	800	–	–	﹤0.01%	498
2020 Q1	$40K	Buy	+800	New	+$52K	﹤0.01%	511

Other funds holding PPA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $270M AUM 15.46% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MUFG Americas's PPA Position: Q3 2021 in Review

MUFG Americas sold out of Invesco Aerospace & Defense ETF (PPA) in Q3 2021, closing a stake of 800 shares — an estimated $60K sold.

MUFG Americas first reported a position in PPA in Q1 2020 and held it in 6 quarters. The position peaked at $60K in Q2 2021. 128 funds tracked by Wall St. Rank hold PPA as of Q3 2021.

MUFG Americas reported no remaining Invesco Aerospace & Defense ETF position as of Q3 2021 after selling out during the quarter.
MUFG Americas sold 800 Invesco Aerospace & Defense ETF shares in Q3 2021, an estimated $60K.
MUFG Americas first reported a position in Invesco Aerospace & Defense ETF in Q1 2020 and held it in 6 quarters.
MUFG Americas's Invesco Aerospace & Defense ETF position peaked at $60K in Q2 2021.
128 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2021.

Based on MUFG Americas's 13F filing for Q3 2021, filed 5 Nov 2021.