Concurrent Investment Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Concurrent Investment 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	$871K	Buy	4,932 +504	+11%	+$86.3K	0.01%	1079
2026 Q1	$734K	Buy	4,428 +746	+20%	+$130K	0.01%	1031
2025 Q4	$577K	Buy	3,682 +318	+9%	+$49K	0.01%	1084
2025 Q3	$523K	Sell	3,364 -91	-3%	-$13.4K	0.01%	897
2025 Q2	$490K	Sell	3,455 -178	-5%	-$22.6K	0.01%	859
2025 Q1	$423K	Buy	+3,633	New	+$427K	0.01%	794
2024 Q4	–	Sell	-2,096	Closed	-$241K	–	1199
2024 Q3	$241K	Buy	+2,096	New	+$228K	0.01%	866

Other funds holding PPA

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PCM

Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return

SFS

Searcy Financial Services Overland Park, Kansas $298M AUM 20.59% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return

Detalus Advisors St. Louis, Missouri $513M AUM 23.32% 1-Year Est. Return

KAS

KPP Advisory Services Louisville, Kentucky $791M AUM 28.5% 1-Year Est. Return

IMC

Investment Management Corporation Roanoke, Virginia $120M AUM 23.03% 1-Year Est. Return

Concurrent Investment Advisors's PPA Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Invesco Aerospace & Defense ETF (PPA) stake by 11% in Q2 2026, buying an estimated $86.3K and bringing the position to 4,932 shares worth $871K. The position accounts for 0.01% of the portfolio, ranked #1079.

Concurrent Investment Advisors first reported a position in PPA in Q3 2024 and has held it in 7 quarters since. 196 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Concurrent Investment Advisors held 4,932 shares of Invesco Aerospace & Defense ETF worth $871K as of Q2 2026.
Concurrent Investment Advisors bought 504 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $86.3K.
Invesco Aerospace & Defense ETF made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1079 holding.
Concurrent Investment Advisors first reported a position in Invesco Aerospace & Defense ETF in Q3 2024 and has held it in 7 quarters since.
196 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.