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

Cherry Tree 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
Q1 		$3.48K Hold
21
– – ﹤0.01% 508
2025
Q4 		$3.29K Hold
21
– – ﹤0.01% 509
2025
Q3 		$3.27K Hold
21
– – ﹤0.01% 494
2025
Q2 		$2.98K Hold
21
– – ﹤0.01% 512
2025
Q1 		$2.45K Buy
+21
New +$2.47K ﹤0.01% 612

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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cherry Tree Wealth Management's PPA Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Invesco Aerospace & Defense ETF (PPA) position steady in Q1 2026 at 21 shares worth $3.48K. The position accounts for ﹤0.01% of the portfolio, ranked #508.

Cherry Tree Wealth Management first reported a position in PPA in Q1 2025 and has held it in 5 quarters since. 572 funds tracked by Wall St. Rank hold PPA as of Q1 2026.

  • Cherry Tree Wealth Management held 21 shares of Invesco Aerospace & Defense ETF worth $3.48K as of Q1 2026.
  • Cherry Tree Wealth Management left its Invesco Aerospace & Defense ETF share count unchanged in Q1 2026.
  • Invesco Aerospace & Defense ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #508 holding.
  • Cherry Tree Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q1 2025 and has held it in 5 quarters since.
  • 572 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.