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Advocate Group’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Advocate Group’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 		– Sell
-5,900
Closed -$978K – 131
2026
Q1 		$978K Hold
5,900
– – 0.15% 84
2025
Q4 		$924K Sell
5,900
-87
-1% -$13.4K 0.15% 84
2025
Q3 		$931K Buy
+5,987
New +$881K 0.15% 81

Other funds holding PPA

AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Advocate Group's PPA Position: Q2 2026 in Review

Advocate Group sold out of Invesco Aerospace & Defense ETF (PPA) in Q2 2026, closing a stake of 5,900 shares — an estimated $978K sold.

Advocate Group first reported a position in PPA in Q3 2025 and held it in 3 quarters. The position peaked at $978K in Q1 2026. 265 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Advocate Group reported no remaining Invesco Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
  • Advocate Group sold 5,900 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $978K.
  • Advocate Group first reported a position in Invesco Aerospace & Defense ETF in Q3 2025 and held it in 3 quarters.
  • Advocate Group's Invesco Aerospace & Defense ETF position peaked at $978K in Q1 2026.
  • 265 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.