Atlantic Edge Private Wealth Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Atlantic Edge Private 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	$114K	Hold	645	–	–	0.02%	182
2026 Q1	$107K	Buy	645 +45	+8%	+$7.87K	0.03%	178
2025 Q4	$94K	Hold	600	–	–	0.02%	176
2025 Q3	$93.3K	Hold	600	–	–	0.02%	172
2025 Q2	$85K	Hold	600	–	–	0.02%	173
2025 Q1	$69.9K	Hold	600	–	–	0.02%	177
2024 Q4	$68.8K	Hold	600	–	–	0.02%	180
2024 Q3	$69K	Hold	600	–	–	0.02%	180
2024 Q2	$61.6K	Hold	600	–	–	0.02%	179
2024 Q1	$60.9K	Hold	600	–	–	0.02%	179
2023 Q4	$55.3K	Buy	+600	New	+$51.3K	0.02%	179

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

Atlantic Edge Private Wealth Management's PPA Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Invesco Aerospace & Defense ETF (PPA) position steady in Q2 2026 at 645 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #182.

Atlantic Edge Private Wealth Management first reported a position in PPA in Q4 2023 and has held it in 11 quarters since. 577 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Atlantic Edge Private Wealth Management held 645 shares of Invesco Aerospace & Defense ETF worth $114K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Invesco Aerospace & Defense ETF share count unchanged in Q2 2026.
Invesco Aerospace & Defense ETF made up 0.02% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #182 holding.
Atlantic Edge Private Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q4 2023 and has held it in 11 quarters since.
577 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.