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

Accurate 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	$1.23M	Buy	7,058 +1,125	+19%	+$193K	0.12%	195
2026 Q1	$1.03M	Buy	5,933 +1,536	+35%	+$269K	0.12%	184
2025 Q4	$755K	Buy	+4,397	New	+$678K	0.1%	219

Other funds holding PPA

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Accurate Wealth Management increased its Invesco Aerospace & Defense ETF (PPA) stake by 19% in Q2 2026, buying an estimated $193K and bringing the position to 7,058 shares worth $1.23M. The position accounts for 0.12% of the portfolio, ranked #195.

Accurate Wealth Management first reported a position in PPA in Q4 2025 and has held it in 3 quarters since. 237 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Accurate Wealth Management held 7,058 shares of Invesco Aerospace & Defense ETF worth $1.23M as of Q2 2026.
Accurate Wealth Management bought 1,125 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $193K.
Invesco Aerospace & Defense ETF made up 0.12% of Accurate Wealth Management's portfolio in Q2 2026, its #195 holding.
Accurate Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q4 2025 and has held it in 3 quarters since.
237 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.