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Cassaday & Co Wealth Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Cassaday & Co Wealth 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
Q2 		$137K Buy
777
+145
+23% +$24.8K ﹤0.01% 416
2026
Q1 		$105K Buy
+632
New +$111K ﹤0.01% 456

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

Cassaday & Co Wealth Management's PPA Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its Invesco Aerospace & Defense ETF (PPA) stake by 23% in Q2 2026, buying an estimated $24.8K and bringing the position to 777 shares worth $137K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Cassaday & Co Wealth Management first reported a position in PPA in Q1 2026 and has held it in 2 quarters since. 577 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Cassaday & Co Wealth Management held 777 shares of Invesco Aerospace & Defense ETF worth $137K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 145 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $24.8K.
  • Invesco Aerospace & Defense ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #416 holding.
  • Cassaday & Co Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q1 2026 and has held it in 2 quarters since.
  • 577 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.