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Blue Zone Wealth Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Blue Zone Wealth Advisors’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 		$766K Sell
4,334
-224
-5% -$38.4K 0.13% 71
2026
Q1 		$755K Sell
4,558
-85
-2% -$14.9K 0.15% 69
2025
Q4 		$727K Buy
4,643
+1,379
+42% +$213K 0.14% 79
2025
Q3 		$507K Buy
+3,264
New +$480K 0.1% 87

Other funds holding PPA

PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Blue Zone Wealth Advisors's PPA Position: Q2 2026 in Review

Blue Zone Wealth Advisors reduced its Invesco Aerospace & Defense ETF (PPA) stake by 4.9% in Q2 2026, selling an estimated $38.4K and leaving 4,334 shares worth $766K. The position accounts for 0.13% of the portfolio, ranked #71.

Blue Zone Wealth Advisors first reported a position in PPA in Q3 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Blue Zone Wealth Advisors held 4,334 shares of Invesco Aerospace & Defense ETF worth $766K as of Q2 2026.
  • Blue Zone Wealth Advisors sold 224 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $38.4K.
  • Invesco Aerospace & Defense ETF made up 0.13% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #71 holding.
  • Blue Zone Wealth Advisors first reported a position in Invesco Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.