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New Century Financial Group’s Invesco Aerospace & Defense ETF PPA Stock Holding History

New Century 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
2024
Q4 		– Sell
-10,010
Closed -$1.15M – 324
2024
Q3 		$1.15M Buy
10,010
+117
+1% +$12.7K 0.42% 61
2024
Q2 		$1.02M Buy
+9,893
New +$1.01M 0.43% 61

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

New Century Financial Group's PPA Position: Q4 2024 in Review

New Century Financial Group sold out of Invesco Aerospace & Defense ETF (PPA) in Q4 2024, closing a stake of 10,010 shares — an estimated $1.15M sold.

New Century Financial Group first reported a position in PPA in Q2 2024 and held it in 2 quarters. The position peaked at $1.15M in Q3 2024. 391 funds tracked by Wall St. Rank hold PPA as of Q4 2024.

  • New Century Financial Group reported no remaining Invesco Aerospace & Defense ETF position as of Q4 2024 after selling out during the quarter.
  • New Century Financial Group sold 10,010 Invesco Aerospace & Defense ETF shares in Q4 2024, an estimated $1.15M.
  • New Century Financial Group first reported a position in Invesco Aerospace & Defense ETF in Q2 2024 and held it in 2 quarters.
  • New Century Financial Group's Invesco Aerospace & Defense ETF position peaked at $1.15M in Q3 2024.
  • 391 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q4 2024.

Based on New Century Financial Group's 13F filing for Q4 2024, filed 17 Jan 2025.