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Biltmore Family Office’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Biltmore Family Office’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 		– Sell
-190
Closed -$22.1K – 286
2025
Q1 		$22.1K Buy
+190
New +$22.3K ﹤0.01% 240

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Biltmore Family Office's PPA Position: Q2 2025 in Review

Biltmore Family Office sold out of Invesco Aerospace & Defense ETF (PPA) in Q2 2025, closing a stake of 190 shares — an estimated $22.1K sold.

Biltmore Family Office first reported a position in PPA in Q1 2025 and held it in 1 quarter. The position peaked at $22.1K in Q1 2025. 427 funds tracked by Wall St. Rank hold PPA as of Q2 2025.

  • Biltmore Family Office reported no remaining Invesco Aerospace & Defense ETF position as of Q2 2025 after selling out during the quarter.
  • Biltmore Family Office sold 190 Invesco Aerospace & Defense ETF shares in Q2 2025, an estimated $22.1K.
  • Biltmore Family Office first reported a position in Invesco Aerospace & Defense ETF in Q1 2025 and held it in 1 quarter.
  • Biltmore Family Office's Invesco Aerospace & Defense ETF position peaked at $22.1K in Q1 2025.
  • 427 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2025.

Based on Biltmore Family Office's 13F filing for Q2 2025, filed 1 Aug 2025.