Polaris Wealth Advisory Group’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Polaris Wealth Advisory 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
2018 Q4	–	Sell	-110	Closed	-$7K	–	368
2018 Q3	$7K	Hold	110	–	–	﹤0.01%	432
2018 Q2	$6K	Hold	110	–	–	﹤0.01%	221
2018 Q1	$6K	Buy	+110	New	+$6.24K	﹤0.01%	397

Other funds holding PPA

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Polaris Wealth Advisory Group's PPA Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Invesco Aerospace & Defense ETF (PPA) in Q4 2018, closing a stake of 110 shares — an estimated $7K sold.

Polaris Wealth Advisory Group first reported a position in PPA in Q1 2018 and held it in 3 quarters. The position peaked at $7K in Q3 2018. 120 funds tracked by Wall St. Rank hold PPA as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Invesco Aerospace & Defense ETF position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 110 Invesco Aerospace & Defense ETF shares in Q4 2018, an estimated $7K.
Polaris Wealth Advisory Group first reported a position in Invesco Aerospace & Defense ETF in Q1 2018 and held it in 3 quarters.
Polaris Wealth Advisory Group's Invesco Aerospace & Defense ETF position peaked at $7K in Q3 2018.
120 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.