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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
Q2 		$293K Sell
1,660
-1,271
-43% -$218K 0.41% 57
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 $1.55T 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

Axim Planning & Wealth's PPA Position: Q2 2026 in Review

Axim Planning & Wealth reduced its Invesco Aerospace & Defense ETF (PPA) stake by 43% in Q2 2026, selling an estimated $218K and leaving 1,660 shares worth $293K. The position accounts for 0.41% of the portfolio, ranked #57.

Axim Planning & Wealth first reported a position in PPA in Q3 2025 and has held it in 4 quarters since. The position peaked at $486K in Q1 2026. 580 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Axim Planning & Wealth held 1,660 shares of Invesco Aerospace & Defense ETF worth $293K as of Q2 2026.
  • Axim Planning & Wealth sold 1,271 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $218K.
  • Invesco Aerospace & Defense ETF made up 0.41% of Axim Planning & Wealth's portfolio in Q2 2026, its #57 holding.
  • Axim Planning & Wealth first reported a position in Invesco Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
  • Axim Planning & Wealth's Invesco Aerospace & Defense ETF position peaked at $486K in Q1 2026.
  • 580 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.