Beacon Financial Planning’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Beacon Financial Planning’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	$214K	Buy	+1,292	New	+$226K	0.08%	73

Other funds holding PPA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Beacon Financial Planning's PPA Position: Q1 2026 in Review

Beacon Financial Planning opened a new position in Invesco Aerospace & Defense ETF (PPA) in Q1 2026: 1,292 shares worth $214K. The stake represents 0.08% of the portfolio and ranks #73 among its holdings.

570 funds tracked by Wall St. Rank hold PPA as of Q1 2026.

Beacon Financial Planning held 1,292 shares of Invesco Aerospace & Defense ETF worth $214K as of Q1 2026.
Invesco Aerospace & Defense ETF was a new Beacon Financial Planning position in Q1 2026.
Invesco Aerospace & Defense ETF made up 0.08% of Beacon Financial Planning's portfolio in Q1 2026, its #73 holding.
570 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.