Convergence Financial’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Convergence Financial’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 Q1	$444K	Buy	+2,681	New	+$469K	0.05%	156

Other funds holding PPA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MMA

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Convergence Financial's PPA Position: Q1 2026 in Review

Convergence Financial opened a new position in Invesco Aerospace & Defense ETF (PPA) in Q1 2026: 2,681 shares worth $444K. The stake represents 0.05% of the portfolio and ranks #156 among its holdings.

569 funds tracked by Wall St. Rank hold PPA as of Q1 2026.

Convergence Financial held 2,681 shares of Invesco Aerospace & Defense ETF worth $444K as of Q1 2026.
Invesco Aerospace & Defense ETF was a new Convergence Financial position in Q1 2026.
Invesco Aerospace & Defense ETF made up 0.05% of Convergence Financial's portfolio in Q1 2026, its #156 holding.
569 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.