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

Castle 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
2025 Q3	$5.72M	Sell
2025 Q2	$5.36M	Sell
2025 Q1	$4.62M	Buy
2024 Q4	$4.46M	Sell
2024 Q3	$4.73M	Buy
2024 Q2	$3.74M	Sell
2024 Q1	$3.85M	Sell
2023 Q4	$3.53M	Sell
2023 Q3	$3.08M	Buy
2023 Q2	$2.9M	Buy