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

Atomi Financial 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 		$1.65M Sell
9,358
-103
-1% -$17.6K 0.04% 320
2026
Q1 		$1.57M Sell
9,461
-232
-2% -$40.6K 0.05% 298
2025
Q4 		$1.52M Sell
9,693
-414
-4% -$63.8K 0.04% 291
2025
Q3 		$1.57M Sell
10,107
-1,145
-10% -$168K 0.05% 249
2025
Q2 		$1.59M Buy
11,252
+112
+1% +$14.2K 0.06% 228
2025
Q1 		$1.3M Buy
11,140
+1,637
+17% +$193K 0.06% 236
2024
Q4 		$1.09M Buy
+9,503
New +$1.12M 0.06% 251

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

Atomi Financial Group's PPA Position: Q2 2026 in Review

Atomi Financial Group reduced its Invesco Aerospace & Defense ETF (PPA) stake by 1.1% in Q2 2026, selling an estimated $17.6K and leaving 9,358 shares worth $1.65M. The position accounts for 0.04% of the portfolio, ranked #320.

Atomi Financial Group first reported a position in PPA in Q4 2024 and has held it in 7 quarters since. 580 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Atomi Financial Group held 9,358 shares of Invesco Aerospace & Defense ETF worth $1.65M as of Q2 2026.
  • Atomi Financial Group sold 103 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $17.6K.
  • Invesco Aerospace & Defense ETF made up 0.04% of Atomi Financial Group's portfolio in Q2 2026, its #320 holding.
  • Atomi Financial Group first reported a position in Invesco Aerospace & Defense ETF in Q4 2024 and has held it in 7 quarters since.
  • 580 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.