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

WR Wealth Planners’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
Q4 		– Sell
-200
Closed -$23K – 1167
2024
Q3 		$23K Hold
200
– – 0.01% 458
2024
Q2 		$20.5K Hold
200
– – 0.01% 443
2024
Q1 		$20.3K Buy
+200
New +$19K 0.01% 448
2023
Q4 		– Sell
-200
Closed -$16K – 675
2023
Q3 		$16K Hold
200
– – 0.01% 463
2023
Q2 		$16.9K Hold
200
– – 0.01% 462
2023
Q1 		$16.1K Hold
200
– – 0.01% 454
2022
Q4 		$15.7K Hold
200
– – 0.01% 231
2022
Q3 		$12.9K Hold
200
– – 0.01% 236
2022
Q2 		$14K Hold
200
– – 0.01% 256
2022
Q1 		$15.7K Buy
+200
New +$14.8K 0.01% 257

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
STA
Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

WR Wealth Planners's PPA Position: Q4 2024 in Review

WR Wealth Planners sold out of Invesco Aerospace & Defense ETF (PPA) in Q4 2024, closing a stake of 200 shares — an estimated $23K sold.

WR Wealth Planners first reported a position in PPA in Q1 2022 and held it in 10 quarters. The position peaked at $23K in Q3 2024. 391 funds tracked by Wall St. Rank hold PPA as of Q4 2024.

  • WR Wealth Planners reported no remaining Invesco Aerospace & Defense ETF position as of Q4 2024 after selling out during the quarter.
  • WR Wealth Planners sold 200 Invesco Aerospace & Defense ETF shares in Q4 2024, an estimated $23K.
  • WR Wealth Planners first reported a position in Invesco Aerospace & Defense ETF in Q1 2022 and held it in 10 quarters.
  • WR Wealth Planners's Invesco Aerospace & Defense ETF position peaked at $23K in Q3 2024.
  • 391 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.