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Tactive Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Tactive 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
2024
Q1 		– Sell
-3,940
Closed -$363K – 138
2023
Q4 		$363K Buy
+3,940
New +$337K 0.23% 59

Other funds holding PPA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
STA
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Tactive Advisors's PPA Position: Q1 2024 in Review

Tactive Advisors sold out of Invesco Aerospace & Defense ETF (PPA) in Q1 2024, closing a stake of 3,940 shares — an estimated $363K sold.

Tactive Advisors first reported a position in PPA in Q4 2023 and held it in 1 quarter. The position peaked at $363K in Q4 2023. 324 funds tracked by Wall St. Rank hold PPA as of Q1 2024.

  • Tactive Advisors reported no remaining Invesco Aerospace & Defense ETF position as of Q1 2024 after selling out during the quarter.
  • Tactive Advisors sold 3,940 Invesco Aerospace & Defense ETF shares in Q1 2024, an estimated $363K.
  • Tactive Advisors first reported a position in Invesco Aerospace & Defense ETF in Q4 2023 and held it in 1 quarter.
  • Tactive Advisors's Invesco Aerospace & Defense ETF position peaked at $363K in Q4 2023.
  • 324 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2024.

Based on Tactive Advisors's 13F filing for Q1 2024, filed 4 Jun 2024.