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Comprehensive Financial Consultants Institutional’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$877K Buy
4,966
+12
+0.2% +$2.06K 0.23% 110
2026
Q1 		$821K Hold
4,954
– – 0.24% 108
2025
Q4 		$776K Hold
4,954
– – 0.23% 107
2025
Q3 		$770K Buy
4,954
+152
+3% +$22.4K 0.24% 108
2025
Q2 		$680K Buy
4,802
+482
+11% +$61.1K 0.22% 116
2025
Q1 		$503K Sell
4,320
-55
-1% -$6.47K 0.18% 123
2024
Q4 		$502K Buy
4,375
+165
+4% +$19.5K 0.18% 118
2024
Q3 		$484K Sell
4,210
-122
-3% -$13.3K 0.18% 126
2024
Q2 		$445K Sell
4,332
-100
-2% -$10.3K 0.17% 125
2024
Q1 		$450K Sell
4,432
-168
-4% -$15.9K 0.19% 121
2023
Q4 		$424K Sell
4,600
-222
-5% -$19K 0.2% 115
2023
Q3 		$385K Hold
4,822
– – 0.2% 116
2023
Q2 		$410K Buy
4,822
+238
+5% +$19.2K 0.22% 114
2023
Q1 		$369K Buy
4,584
+50
+1% +$3.99K 0.21% 116
2022
Q4 		$363K Sell
4,534
-68
-1% -$5.12K 0.22% 119
2022
Q3 		$313K Hold
4,602
– – 0.21% 124
2022
Q2 		$320K Hold
4,602
– – 0.23% 122
2022
Q1 		$335K Hold
4,602
– – 0.23% 118
2021
Q4 		$341K Buy
+4,602
New +$334K 0.22% 112

Other funds holding PPA

PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's PPA Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Invesco Aerospace & Defense ETF (PPA) stake by 0.24% in Q2 2026, buying an estimated $2.06K and bringing the position to 4,966 shares worth $877K. The position accounts for 0.23% of the portfolio, ranked #110.

Comprehensive Financial Consultants Institutional first reported a position in PPA in Q4 2021 and has held it in 19 quarters since. 99 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 4,966 shares of Invesco Aerospace & Defense ETF worth $877K as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 12 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $2.06K.
  • Invesco Aerospace & Defense ETF made up 0.23% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #110 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Invesco Aerospace & Defense ETF in Q4 2021 and has held it in 19 quarters since.
  • 99 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.