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Atria Investments’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Atria Investments’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 		$1.12M Sell
6,322
-96
-1% -$16.4K 0.01% 1052
2026
Q1 		$1.06M Buy
6,418
+435
+7% +$76.1K 0.01% 1023
2025
Q4 		$937K Buy
5,983
+650
+12% +$100K 0.01% 1104
2025
Q3 		$829K Buy
5,333
+1,153
+28% +$170K 0.01% 1146
2025
Q2 		$592K Buy
4,180
+999
+31% +$127K 0.01% 1328
2025
Q1 		$371K Buy
3,181
+281
+10% +$33K ﹤0.01% 1504
2024
Q4 		$333K Sell
2,900
-28
-1% -$3.3K ﹤0.01% 1550
2024
Q3 		$337K Buy
2,928
+276
+10% +$30K ﹤0.01% 1558
2024
Q2 		$272K Buy
+2,652
New +$272K ﹤0.01% 1646

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

Atria Investments's PPA Position: Q2 2026 in Review

Atria Investments reduced its Invesco Aerospace & Defense ETF (PPA) stake by 1.5% in Q2 2026, selling an estimated $16.4K and leaving 6,322 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #1052.

Atria Investments first reported a position in PPA in Q2 2024 and has held it in 9 quarters since. 580 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Atria Investments held 6,322 shares of Invesco Aerospace & Defense ETF worth $1.12M as of Q2 2026.
  • Atria Investments sold 96 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $16.4K.
  • Invesco Aerospace & Defense ETF made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1052 holding.
  • Atria Investments first reported a position in Invesco Aerospace & Defense ETF in Q2 2024 and has held it in 9 quarters since.
  • 580 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.