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Professional Planning’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Professional Planning’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
Q3 		– Sell
-4,930
Closed -$273K – 84
2020
Q2 		$273K Buy
+4,930
New +$268K 0.15% 90
2020
Q1 		– Sell
-11,074
Closed -$757K – 35
2019
Q4 		$757K Buy
+11,074
New +$753K 0.66% 32
2018
Q4 		– Sell
-11,406
Closed -$702K – 31
2018
Q3 		$702K Buy
11,406
+12
+0.1% +$704 0.98% 22
2018
Q2 		$625K Buy
11,394
+563
+5% +$31.9K 0.99% 22
2018
Q1 		$615K Sell
10,831
-539
-5% -$30.6K 1.05% 21
2017
Q4 		$613K Buy
+11,370
New +$601K 1.12% 20

Other funds holding PPA

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $270M AUM 15.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RICHC
Renaissance Investment Consultants Holding Company Wayne, Pennsylvania $107M AUM 18.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Professional Planning's PPA Position: Q3 2020 in Review

Professional Planning sold out of Invesco Aerospace & Defense ETF (PPA) in Q3 2020, closing a stake of 4,930 shares — an estimated $273K sold.

Professional Planning first reported a position in PPA in Q4 2017 and held it in 6 quarters. The position peaked at $757K in Q4 2019. 115 funds tracked by Wall St. Rank hold PPA as of Q3 2020.

  • Professional Planning reported no remaining Invesco Aerospace & Defense ETF position as of Q3 2020 after selling out during the quarter.
  • Professional Planning sold 4,930 Invesco Aerospace & Defense ETF shares in Q3 2020, an estimated $273K.
  • Professional Planning first reported a position in Invesco Aerospace & Defense ETF in Q4 2017 and held it in 6 quarters.
  • Professional Planning's Invesco Aerospace & Defense ETF position peaked at $757K in Q4 2019.
  • 115 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2020.

Based on Professional Planning's 13F filing for Q3 2020, filed 14 Oct 2020.