Chokshi & Queen Wealth Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Chokshi & Queen Wealth Advisors’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	$247K	Sell	1,400 -127	-8%	-$21.8K	0.11%	53
2026 Q1	$253K	Buy	+1,527	New	+$267K	0.14%	53
2025 Q4	–	Sell	-1,652	Closed	-$257K	–	55
2025 Q3	$257K	Hold	1,652	–	–	0.14%	50
2025 Q2	$234K	Buy	+1,652	New	+$209K	0.13%	52

Other funds holding PPA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

Chokshi & Queen Wealth Advisors's PPA Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors reduced its Invesco Aerospace & Defense ETF (PPA) stake by 8.3% in Q2 2026, selling an estimated $21.8K and leaving 1,400 shares worth $247K. The position accounts for 0.11% of the portfolio, ranked #53.

Chokshi & Queen Wealth Advisors first reported a position in PPA in Q2 2025 and has held it in 4 quarters since. The position peaked at $257K in Q3 2025. 579 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Chokshi & Queen Wealth Advisors held 1,400 shares of Invesco Aerospace & Defense ETF worth $247K as of Q2 2026.
Chokshi & Queen Wealth Advisors sold 127 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $21.8K.
Invesco Aerospace & Defense ETF made up 0.11% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #53 holding.
Chokshi & Queen Wealth Advisors first reported a position in Invesco Aerospace & Defense ETF in Q2 2025 and has held it in 4 quarters since.
Chokshi & Queen Wealth Advisors's Invesco Aerospace & Defense ETF position peaked at $257K in Q3 2025.
579 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.