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

Atria Wealth Solutions’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
2025
Q2 		$3.43M Sell
24,187
-5,279
-18% -$669K 0.08% 284
2025
Q1 		$3.43M Sell
29,466
-1,235
-4% -$145K 0.04% 449
2024
Q4 		$3.52M Buy
30,701
+152
+0.5% +$17.9K 0.04% 453
2024
Q3 		$3.51M Sell
30,549
-654
-2% -$71.1K 0.04% 441
2024
Q2 		$3.21M Buy
31,203
+2,185
+8% +$224K 0.04% 466
2024
Q1 		$2.95M Buy
29,018
+2,711
+10% +$257K 0.03% 503
2023
Q4 		$2.42M Buy
26,307
+4,315
+20% +$369K 0.03% 549
2023
Q3 		$1.75M Buy
21,992
+1,833
+9% +$153K 0.02% 603
2023
Q2 		$1.7M Buy
20,159
+983
+5% +$79.4K 0.02% 619
2023
Q1 		$1.54M Buy
19,176
+4,781
+33% +$381K 0.02% 636
2022
Q4 		$1.13M Buy
14,395
+2,949
+26% +$222K 0.02% 698
2022
Q3 		$738K Sell
11,446
-3,146
-22% -$225K 0.01% 835
2022
Q2 		$1.02M Buy
14,592
+4,022
+38% +$292K 0.02% 687
2022
Q1 		$828K Buy
+10,570
New +$783K 0.01% 808

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Atria Wealth Solutions's PPA Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Invesco Aerospace & Defense ETF (PPA) stake by 18% in Q2 2025, selling an estimated $669K and leaving 24,187 shares worth $3.43M. The position accounts for 0.08% of the portfolio, ranked #284.

Atria Wealth Solutions first reported a position in PPA in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.52M in Q4 2024. 429 funds tracked by Wall St. Rank hold PPA as of Q2 2025.

  • Atria Wealth Solutions held 24,187 shares of Invesco Aerospace & Defense ETF worth $3.43M as of Q2 2025.
  • Atria Wealth Solutions sold 5,279 Invesco Aerospace & Defense ETF shares in Q2 2025, an estimated $669K.
  • Invesco Aerospace & Defense ETF made up 0.08% of Atria Wealth Solutions's portfolio in Q2 2025, its #284 holding.
  • Atria Wealth Solutions first reported a position in Invesco Aerospace & Defense ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Invesco Aerospace & Defense ETF position peaked at $3.52M in Q4 2024.
  • 429 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.