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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Atria Investments's PPA Position: Q1 2026 in Review

Atria Investments increased its Invesco Aerospace & Defense ETF (PPA) stake by 7.3% in Q1 2026, buying an estimated $76.1K and bringing the position to 6,418 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #1023.

Atria Investments first reported a position in PPA in Q2 2024 and has held it in 8 quarters since. 569 funds tracked by Wall St. Rank hold PPA as of Q1 2026.

  • Atria Investments held 6,418 shares of Invesco Aerospace & Defense ETF worth $1.06M as of Q1 2026.
  • Atria Investments bought 435 Invesco Aerospace & Defense ETF shares in Q1 2026, an estimated $76.1K.
  • Invesco Aerospace & Defense ETF made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1023 holding.
  • Atria Investments first reported a position in Invesco Aerospace & Defense ETF in Q2 2024 and has held it in 8 quarters since.
  • 569 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.