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Wealth Quarterback’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Wealth Quarterback’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
2021
Q3 		$8K Buy
102
+1
+1% +$74 0.01% 515
2021
Q2 		$8K Buy
+101
New +$7.6K ﹤0.01% 519
2020
Q2 		– Sell
-255
Closed -$12.7K – 583
2020
Q1 		$12.7K Buy
255
+1
+0.4% +$65 0.01% 424
2019
Q4 		$17.4K Buy
+254
New +$17.3K 0.02% 387

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $270M AUM 15.46% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealth Quarterback's PPA Position: Q3 2021 in Review

Wealth Quarterback increased its Invesco Aerospace & Defense ETF (PPA) stake by 0.99% in Q3 2021, buying an estimated $74 and bringing the position to 102 shares worth $8K. The position accounts for 0.01% of the portfolio, ranked #515.

Wealth Quarterback first reported a position in PPA in Q4 2019 and has held it in 4 quarters since. The position peaked at $17.4K in Q4 2019. 128 funds tracked by Wall St. Rank hold PPA as of Q3 2021.

  • Wealth Quarterback held 102 shares of Invesco Aerospace & Defense ETF worth $8K as of Q3 2021.
  • Wealth Quarterback bought 1 Invesco Aerospace & Defense ETF share in Q3 2021, an estimated $74.
  • Invesco Aerospace & Defense ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #515 holding.
  • Wealth Quarterback first reported a position in Invesco Aerospace & Defense ETF in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Invesco Aerospace & Defense ETF position peaked at $17.4K in Q4 2019.
  • 128 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.