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

Abound Wealth 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
2026 Q2	$70.5K	Hold	399	–	–	0.01%	194
2026 Q1	$66K	Buy	399 +1	+0.3%	+$175	0.02%	199
2025 Q4	$62.4K	Hold	398	–	–	0.01%	199
2025 Q3	$61.9K	Buy	398 +1	+0.3%	+$147	0.02%	186
2025 Q2	$56.3K	Hold	397	–	–	0.02%	190
2025 Q1	$46.2K	Hold	397	–	–	0.02%	197
2024 Q4	$45.5K	Buy	397 +1	+0.3%	+$118	0.01%	188
2024 Q3	$45.5K	Sell	396 -177	-31%	-$19.2K	0.02%	188
2024 Q2	$58.9K	Buy	573 +1	+0.2%	+$103	0.02%	132
2024 Q1	$58.1K	Hold	572	–	–	0.02%	135
2023 Q4	$52.7K	Buy	+572	New	+$48.9K	0.02%	141

Other funds holding PPA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

Abound Wealth Management's PPA Position: Q2 2026 in Review

Abound Wealth Management held its Invesco Aerospace & Defense ETF (PPA) position steady in Q2 2026 at 399 shares worth $70.5K. The position accounts for 0.01% of the portfolio, ranked #194.

Abound Wealth Management first reported a position in PPA in Q4 2023 and has held it in 11 quarters since. 577 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Abound Wealth Management held 399 shares of Invesco Aerospace & Defense ETF worth $70.5K as of Q2 2026.
Abound Wealth Management left its Invesco Aerospace & Defense ETF share count unchanged in Q2 2026.
Invesco Aerospace & Defense ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #194 holding.
Abound Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q4 2023 and has held it in 11 quarters since.
577 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.