BAM
PPA icon

Byrne Asset Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Byrne Asset Management’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
Q3 		$85.6K Hold
550
– – 0.05% 243
2026
Q2 		$97.2K Sell
550
-575
-51% -$98.5K 0.05% 245
2026
Q1 		$186K Buy
+1,125
New +$197K 0.11% 142

Other funds holding PPA

SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $286M AUM 11.15% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $249M AUM 26.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
SEA
Stegent Equity Advisors Houston, Texas $126M AUM 27.2% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Byrne Asset Management's PPA Position: Q3 2026 in Review

Byrne Asset Management held its Invesco Aerospace & Defense ETF (PPA) position steady in Q3 2026 at 550 shares worth $85.6K. The position accounts for 0.05% of the portfolio, ranked #243.

Byrne Asset Management first reported a position in PPA in Q1 2026 and has held it in 3 quarters since. The position peaked at $186K in Q1 2026. 32 funds tracked by Wall St. Rank hold PPA as of Q3 2026.

  • Byrne Asset Management held 550 shares of Invesco Aerospace & Defense ETF worth $85.6K as of Q3 2026.
  • Byrne Asset Management left its Invesco Aerospace & Defense ETF share count unchanged in Q3 2026.
  • Invesco Aerospace & Defense ETF made up 0.05% of Byrne Asset Management's portfolio in Q3 2026, its #243 holding.
  • Byrne Asset Management first reported a position in Invesco Aerospace & Defense ETF in Q1 2026 and has held it in 3 quarters since.
  • Byrne Asset Management's Invesco Aerospace & Defense ETF position peaked at $186K in Q1 2026.
  • 32 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.