AG
PPA icon

AlTi Global’s Invesco Aerospace & Defense ETF PPA Stock Holding History

AlTi Global’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 		$1.99M Hold
11,239
– – 0.04% 183
2026
Q1 		$1.86M Hold
11,239
– – 0.04% 162
2025
Q4 		$1.76M Hold
11,239
– – 0.04% 173
2025
Q3 		$1.75M Hold
11,239
– – 0.04% 178
2025
Q2 		$1.59M Hold
11,239
– – 0.04% 181
2025
Q1 		$1.31M Hold
11,239
– – 0.03% 181
2024
Q4 		$1.29M Hold
11,239
– – 0.03% 195
2024
Q3 		$1.29M Hold
11,239
– – 0.03% 192
2024
Q2 		$1.15M Hold
11,239
– – 0.03% 202
2024
Q1 		$1.14M Buy
11,239
+3,792
+51% +$360K 0.03% 187
2023
Q4 		$686K Buy
+7,447
New +$637K 0.02% 214

Other funds holding PPA

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KHLMVGHM
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.44B AUM 24.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AlTi Global's PPA Position: Q2 2026 in Review

AlTi Global held its Invesco Aerospace & Defense ETF (PPA) position steady in Q2 2026 at 11,239 shares worth $1.99M. The position accounts for 0.04% of the portfolio, ranked #183.

AlTi Global first reported a position in PPA in Q4 2023 and has held it in 11 quarters since. 374 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • AlTi Global held 11,239 shares of Invesco Aerospace & Defense ETF worth $1.99M as of Q2 2026.
  • AlTi Global left its Invesco Aerospace & Defense ETF share count unchanged in Q2 2026.
  • Invesco Aerospace & Defense ETF made up 0.04% of AlTi Global's portfolio in Q2 2026, its #183 holding.
  • AlTi Global first reported a position in Invesco Aerospace & Defense ETF in Q4 2023 and has held it in 11 quarters since.
  • 374 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.