BIG
PPA icon

Brookwood Investment Group’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Brookwood Investment Group’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 		– Sell
-3,550
Closed -$588K – 590
2026
Q1 		$588K Buy
3,550
+135
+4% +$23.6K 0.07% 255
2025
Q4 		$535K Buy
+3,415
New +$527K 0.06% 272

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

Brookwood Investment Group's PPA Position: Q2 2026 in Review

Brookwood Investment Group sold out of Invesco Aerospace & Defense ETF (PPA) in Q2 2026, closing a stake of 3,550 shares — an estimated $588K sold.

Brookwood Investment Group first reported a position in PPA in Q4 2025 and held it in 2 quarters. The position peaked at $588K in Q1 2026. 577 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Brookwood Investment Group reported no remaining Invesco Aerospace & Defense ETF position as of Q2 2026 after selling out during the quarter.
  • Brookwood Investment Group sold 3,550 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $588K.
  • Brookwood Investment Group first reported a position in Invesco Aerospace & Defense ETF in Q4 2025 and held it in 2 quarters.
  • Brookwood Investment Group's Invesco Aerospace & Defense ETF position peaked at $588K in Q1 2026.
  • 577 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.