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American Institute for Advanced Investment Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

American Institute for Advanced Investment 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 		$2.66M Buy
15,034
+455
+3% +$77.9K 1.53% 13
2026
Q1 		$2.42M Sell
14,579
-90
-0.6% -$15.7K 1.57% 14
2025
Q4 		$2.31M Sell
14,669
-210
-1% -$32.4K 1.49% 13
2025
Q3 		$2.31M Sell
14,879
-359
-2% -$52.8K 1.51% 13
2025
Q2 		$2.16M Buy
15,238
+245
+2% +$31K 1.53% 13
2025
Q1 		$1.75M Buy
14,993
+452
+3% +$53.2K 1.33% 14
2024
Q4 		$1.67M Buy
14,541
+121
+0.8% +$14.3K 1.24% 14
2024
Q3 		$1.66M Buy
14,420
+2,060
+17% +$224K 1.19% 19
2024
Q2 		$1.27M Buy
12,360
+1,435
+13% +$147K 0.97% 29
2024
Q1 		$1.11M Buy
10,925
+1,245
+13% +$118K 0.88% 34
2023
Q4 		$892K Buy
9,680
+3,621
+60% +$310K 0.79% 42
2023
Q3 		$525K Buy
6,059
+869
+17% +$72.6K 0.49% 62
2023
Q2 		$438K Buy
5,190
+900
+21% +$72.7K 0.38% 73
2023
Q1 		$269K Sell
4,290
-765
-15% -$61K 0.29% 83
2022
Q4 		$396K Buy
5,055
+1,145
+29% +$86.2K 0.36% 74
2022
Q3 		$252K Hold
3,910
– – 0.24% 90
2022
Q2 		$274K Buy
+3,910
New +$284K 0.24% 90
2020
Q2 		– Sell
-19,659
Closed -$980K – 99
2020
Q1 		$980K Buy
19,659
+1,206
+7% +$78.3K 1.06% 31
2019
Q4 		$1.26M Buy
+18,453
New +$1.25M 1.22% 30

Other funds holding PPA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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

American Institute for Advanced Investment Management's PPA Position: Q2 2026 in Review

American Institute for Advanced Investment Management increased its Invesco Aerospace & Defense ETF (PPA) stake by 3.1% in Q2 2026, buying an estimated $77.9K and bringing the position to 15,034 shares worth $2.66M. The position accounts for 1.53% of the portfolio, ranked #13.

American Institute for Advanced Investment Management first reported a position in PPA in Q4 2019 and has held it in 19 quarters since. 577 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • American Institute for Advanced Investment Management held 15,034 shares of Invesco Aerospace & Defense ETF worth $2.66M as of Q2 2026.
  • American Institute for Advanced Investment Management bought 455 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $77.9K.
  • Invesco Aerospace & Defense ETF made up 1.53% of American Institute for Advanced Investment Management's portfolio in Q2 2026, its #13 holding.
  • American Institute for Advanced Investment Management first reported a position in Invesco Aerospace & Defense ETF in Q4 2019 and has held it in 19 quarters since.
  • 577 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on American Institute for Advanced Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.