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

Congress 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
2025 Q2	$656K	Buy	+4,627	New	+$586K	0.01%	835

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

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

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

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

MMA

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

Congress Wealth Management's PPA Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Invesco Aerospace & Defense ETF (PPA) in Q2 2025: 4,627 shares worth $656K. The stake represents 0.01% of the portfolio and ranks #835 among its holdings.

429 funds tracked by Wall St. Rank hold PPA as of Q2 2025.

Congress Wealth Management held 4,627 shares of Invesco Aerospace & Defense ETF worth $656K as of Q2 2025.
Invesco Aerospace & Defense ETF was a new Congress Wealth Management position in Q2 2025.
Invesco Aerospace & Defense ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #835 holding.
429 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.