Ameritas Advisory Services’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Ameritas Advisory Services’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	$2.18M	Buy	12,369 +8,657	+233%	+$1.48M	0.04%	344
2026 Q1	$615K	Buy	3,712 +1,677	+82%	+$293K	0.02%	512
2025 Q4	$319K	Sell	2,035 -4,839	-70%	-$746K	0.01%	741
2025 Q3	$1.07M	Buy	6,874 +447	+7%	+$65.8K	0.07%	242
2025 Q2	$911K	Sell	6,427 -1,651	-20%	-$209K	0.05%	374
2025 Q1	$930K	Sell	8,078 -988	-11%	-$116K	0.04%	416
2024 Q4	$1.04M	Sell	9,066 -5,759	-39%	-$680K	0.04%	405
2024 Q3	$1.7M	Sell	14,825 -13,913	-48%	-$1.51M	0.07%	263
2024 Q2	$2.95M	Buy	28,738 +3,270	+13%	+$335K	0.11%	183
2024 Q1	$2.59M	Buy	25,468 +9,177	+56%	+$871K	0.11%	195
2023 Q4	$1.51M	Buy	16,291 +6,695	+70%	+$573K	0.08%	213
2023 Q3	$772K	Buy	+9,596	New	+$802K	0.04%	398
2023 Q2	–	Sell	-2,074	Closed	-$167K	–	2030
2023 Q1	$167K	Sell	2,074 -591	-22%	-$47.1K	0.01%	824
2022 Q4	$209K	Buy	+2,665	New	+$201K	0.01%	813

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

Ameritas Advisory Services's PPA Position: Q2 2026 in Review

Ameritas Advisory Services increased its Invesco Aerospace & Defense ETF (PPA) stake by 233% in Q2 2026, buying an estimated $1.48M and bringing the position to 12,369 shares worth $2.18M. The position accounts for 0.04% of the portfolio, ranked #344.

Ameritas Advisory Services first reported a position in PPA in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.95M in Q2 2024. 578 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Ameritas Advisory Services held 12,369 shares of Invesco Aerospace & Defense ETF worth $2.18M as of Q2 2026.
Ameritas Advisory Services bought 8,657 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $1.48M.
Invesco Aerospace & Defense ETF made up 0.04% of Ameritas Advisory Services's portfolio in Q2 2026, its #344 holding.
Ameritas Advisory Services first reported a position in Invesco Aerospace & Defense ETF in Q4 2022 and has held it in 14 quarters since.
Ameritas Advisory Services's Invesco Aerospace & Defense ETF position peaked at $2.95M in Q2 2024.
578 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.