Cerity Partners
PPA icon

Cerity Partners’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Cerity Partners’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
Q1 		$3.06M Sell
18,496
-7,596
-29% -$1.33M ﹤0.01% 1245
2025
Q4 		$4.1M Buy
26,092
+1,046
+4% +$161K 0.01% 1024
2025
Q3 		$3.89M Buy
25,046
+1,183
+5% +$174K 0.01% 985
2025
Q2 		$3.38M Buy
23,863
+4,706
+25% +$596K 0.01% 984
2025
Q1 		$2.23M Buy
19,157
+7,471
+64% +$879K ﹤0.01% 1070
2024
Q4 		$1.34M Buy
11,686
+230
+2% +$27.1K ﹤0.01% 1283
2024
Q3 		$1.32M Hold
11,456
– – ﹤0.01% 1279
2024
Q2 		$1.18M Buy
11,456
+1,000
+10% +$103K ﹤0.01% 1149
2024
Q1 		$1.06M Buy
+10,456
New +$992K ﹤0.01% 1245

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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UBS Group
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return