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

CMH 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	$7.6M	Buy	43,045 +1,507	+4%	+$258K	1.16%	29
2026 Q1	$6.88M	Sell	41,538 -791	-2%	-$138K	1.18%	29
2025 Q4	$6.63M	Sell	42,329 -2,705	-6%	-$417K	1.42%	33
2025 Q3	$7M	Sell	45,034 -10	-0%	-$1.47K	1.49%	32
2025 Q2	$6.38M	Sell	45,044 -71	-0.2%	-$9K	1.49%	36
2025 Q1	$5.26M	Buy	45,115 +2,221	+5%	+$261K	1.32%	36
2024 Q4	$4.92M	Buy	42,894 +4,047	+10%	+$478K	1.13%	38
2024 Q3	$4.47M	Buy	+38,847	New	+$4.22M	1.05%	42

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

CMH Wealth Management's PPA Position: Q2 2026 in Review

CMH Wealth Management increased its Invesco Aerospace & Defense ETF (PPA) stake by 3.6% in Q2 2026, buying an estimated $258K and bringing the position to 43,045 shares worth $7.6M. The position accounts for 1.16% of the portfolio, ranked #29.

CMH Wealth Management first reported a position in PPA in Q3 2024 and has held it in 8 quarters since. 577 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

CMH Wealth Management held 43,045 shares of Invesco Aerospace & Defense ETF worth $7.6M as of Q2 2026.
CMH Wealth Management bought 1,507 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $258K.
Invesco Aerospace & Defense ETF made up 1.16% of CMH Wealth Management's portfolio in Q2 2026, its #29 holding.
CMH Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q3 2024 and has held it in 8 quarters since.
577 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on CMH Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.