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Syverson Strege & Co’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Syverson Strege & Co’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
2023
Q1 		– Sell
-671
Closed -$52.6K – 677
2022
Q4 		$52.6K Buy
671
+1
+0.1% +$75 0.02% 122
2022
Q3 		$43K Buy
670
+1
+0.1% +$72 0.02% 124
2022
Q2 		$47K Buy
669
+3
+0.5% +$218 0.02% 132
2022
Q1 		$52K Buy
666
+1
+0.2% +$74 0.06% 121
2021
Q4 		$48K Buy
+665
New +$48.3K 0.04% 134

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
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Syverson Strege & Co's PPA Position: Q1 2023 in Review

Syverson Strege & Co sold out of Invesco Aerospace & Defense ETF (PPA) in Q1 2023, closing a stake of 671 shares — an estimated $52.6K sold.

Syverson Strege & Co first reported a position in PPA in Q4 2021 and held it in 5 quarters. The position peaked at $52.6K in Q4 2022. 237 funds tracked by Wall St. Rank hold PPA as of Q1 2023.

  • Syverson Strege & Co reported no remaining Invesco Aerospace & Defense ETF position as of Q1 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 671 Invesco Aerospace & Defense ETF shares in Q1 2023, an estimated $52.6K.
  • Syverson Strege & Co first reported a position in Invesco Aerospace & Defense ETF in Q4 2021 and held it in 5 quarters.
  • Syverson Strege & Co's Invesco Aerospace & Defense ETF position peaked at $52.6K in Q4 2022.
  • 237 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2023.

Based on Syverson Strege & Co's 13F filing for Q1 2023, filed 3 May 2023.