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Paces Ferry Wealth Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Paces Ferry Wealth Advisors’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
2020
Q4 		– Sell
-5
Closed – – 851
2020
Q3 		$0 Buy
+5
New +$283 ﹤0.01% 1221

Other funds holding PPA

Citigroup
Citigroup New York $235B AUM 32.99% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFG
SageGuard Financial Group Goodlettsville, Tennessee $646M AUM
SFS
Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Paces Ferry Wealth Advisors's PPA Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Invesco Aerospace & Defense ETF (PPA) in Q4 2020, closing a stake of 5 shares.

Paces Ferry Wealth Advisors first reported a position in PPA in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 133 funds tracked by Wall St. Rank hold PPA as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Invesco Aerospace & Defense ETF position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 5 Invesco Aerospace & Defense ETF shares in Q4 2020.
  • Paces Ferry Wealth Advisors first reported a position in Invesco Aerospace & Defense ETF in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Invesco Aerospace & Defense ETF position peaked at $0 in Q3 2020.
  • 133 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.