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O'Dell Group’s Invesco Aerospace & Defense ETF PPA Stock Holding History

O'Dell 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
2025
Q1 		– Sell
-1,744
Closed -$200K – 83
2024
Q4 		$200K Buy
1,744
+4
+0.2% +$472 0.05% 103
2024
Q3 		$200K Buy
+1,740
New +$189K 0.04% 95
2024
Q1 		– Sell
-1,734
Closed -$160K – 374
2023
Q4 		$160K Buy
+1,734
New +$148K 0.04% 98
2023
Q3 		– Sell
-1,260
Closed -$106K – 371
2023
Q2 		$106K Buy
+1,260
New +$102K 0.03% 124

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return