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Ruggie Capital Group’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Ruggie Capital 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
2017
Q2 		– Sell
-75
Closed -$3K – 304
2017
Q1 		$3K Buy
+75
New +$3.24K ﹤0.01% 222

Other funds holding PPA

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ruggie Capital Group's PPA Position: Q2 2017 in Review

Ruggie Capital Group sold out of Invesco Aerospace & Defense ETF (PPA) in Q2 2017, closing a stake of 75 shares — an estimated $3K sold.

Ruggie Capital Group first reported a position in PPA in Q1 2017 and held it in 1 quarter. The position peaked at $3K in Q1 2017. 87 funds tracked by Wall St. Rank hold PPA as of Q2 2017.

  • Ruggie Capital Group reported no remaining Invesco Aerospace & Defense ETF position as of Q2 2017 after selling out during the quarter.
  • Ruggie Capital Group sold 75 Invesco Aerospace & Defense ETF shares in Q2 2017, an estimated $3K.
  • Ruggie Capital Group first reported a position in Invesco Aerospace & Defense ETF in Q1 2017 and held it in 1 quarter.
  • Ruggie Capital Group's Invesco Aerospace & Defense ETF position peaked at $3K in Q1 2017.
  • 87 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2017.

Based on Ruggie Capital Group's 13F filing for Q2 2017, filed 1 Aug 2017.