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WealthBridge Capital Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

WealthBridge Capital Management’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
2019
Q2 		– Sell
-393
Closed -$24K – 665
2019
Q1 		$24K Sell
393
-334
-46% -$18.7K 0.02% 426
2018
Q4 		$36K Buy
+727
New +$40.1K 0.03% 306

Other funds holding PPA

RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

WealthBridge Capital Management's PPA Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Invesco Aerospace & Defense ETF (PPA) in Q2 2019, closing a stake of 393 shares — an estimated $24K sold.

WealthBridge Capital Management first reported a position in PPA in Q4 2018 and held it in 2 quarters. The position peaked at $36K in Q4 2018. 125 funds tracked by Wall St. Rank hold PPA as of Q2 2019.

  • WealthBridge Capital Management reported no remaining Invesco Aerospace & Defense ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 393 Invesco Aerospace & Defense ETF shares in Q2 2019, an estimated $24K.
  • WealthBridge Capital Management first reported a position in Invesco Aerospace & Defense ETF in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's Invesco Aerospace & Defense ETF position peaked at $36K in Q4 2018.
  • 125 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.