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Axim Planning & Wealth’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Axim Planning & Wealth’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 		$486K Buy
2,931
+659
+29% +$115K 0.59% 29
2025
Q4 		$356K Buy
2,272
+293
+15% +$45.2K 0.37% 42
2025
Q3 		$308K Buy
+1,979
New +$291K 0.24% 49

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

Axim Planning & Wealth's PPA Position: Q1 2026 in Review

Axim Planning & Wealth increased its Invesco Aerospace & Defense ETF (PPA) stake by 29% in Q1 2026, buying an estimated $115K and bringing the position to 2,931 shares worth $486K. The position accounts for 0.59% of the portfolio, ranked #29.

Axim Planning & Wealth first reported a position in PPA in Q3 2025 and has held it in 3 quarters since. 569 funds tracked by Wall St. Rank hold PPA as of Q1 2026.

  • Axim Planning & Wealth held 2,931 shares of Invesco Aerospace & Defense ETF worth $486K as of Q1 2026.
  • Axim Planning & Wealth bought 659 Invesco Aerospace & Defense ETF shares in Q1 2026, an estimated $115K.
  • Invesco Aerospace & Defense ETF made up 0.59% of Axim Planning & Wealth's portfolio in Q1 2026, its #29 holding.
  • Axim Planning & Wealth first reported a position in Invesco Aerospace & Defense ETF in Q3 2025 and has held it in 3 quarters since.
  • 569 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.