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WealthPLAN Partners’s Invesco Aerospace & Defense ETF PPA Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-24
Closed -$2.03K – 920
2023
Q2 		$2.03K Hold
24
– – ﹤0.01% 1075
2023
Q1 		$1.93K Buy
+24
New +$1.91K ﹤0.01% 1136

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
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 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
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthPLAN Partners's PPA Position: Q3 2023 in Review

WealthPLAN Partners sold out of Invesco Aerospace & Defense ETF (PPA) in Q3 2023, closing a stake of 24 shares — an estimated $2.03K sold.

WealthPLAN Partners first reported a position in PPA in Q1 2023 and held it in 2 quarters. The position peaked at $2.03K in Q2 2023. 240 funds tracked by Wall St. Rank hold PPA as of Q3 2023.

  • WealthPLAN Partners reported no remaining Invesco Aerospace & Defense ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 24 Invesco Aerospace & Defense ETF shares in Q3 2023, an estimated $2.03K.
  • WealthPLAN Partners first reported a position in Invesco Aerospace & Defense ETF in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Invesco Aerospace & Defense ETF position peaked at $2.03K in Q2 2023.
  • 240 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.