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

BIP 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 		$1.43M Buy
8,070
+1,125
+16% +$193K 0.04% 217
2026
Q1 		$1.15M Buy
6,945
+312
+5% +$54.6K 0.05% 186
2025
Q4 		$1.04M Buy
+6,633
New +$1.02M 0.04% 213
2025
Q3 		– Sell
-2,391
Closed -$339K – 309
2025
Q2 		$339K Hold
2,391
– – 0.02% 187
2025
Q1 		$279K Hold
2,391
– – 0.02% 217
2024
Q4 		$274K Buy
+2,391
New +$282K 0.02% 213

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

BIP Wealth's PPA Position: Q2 2026 in Review

BIP Wealth increased its Invesco Aerospace & Defense ETF (PPA) stake by 16% in Q2 2026, buying an estimated $193K and bringing the position to 8,070 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #217.

BIP Wealth first reported a position in PPA in Q4 2024 and has held it in 6 quarters since. 578 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • BIP Wealth held 8,070 shares of Invesco Aerospace & Defense ETF worth $1.43M as of Q2 2026.
  • BIP Wealth bought 1,125 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $193K.
  • Invesco Aerospace & Defense ETF made up 0.04% of BIP Wealth's portfolio in Q2 2026, its #217 holding.
  • BIP Wealth first reported a position in Invesco Aerospace & Defense ETF in Q4 2024 and has held it in 6 quarters since.
  • 578 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.