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

Creative Financial Designs’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	$5.72M	Buy	32,372 +3,052	+10%	+$523K	0.27%	84
2026 Q1	$4.86M	Sell	29,320 -764	-3%	-$134K	0.3%	79
2025 Q4	$4.71M	Sell	30,084 -746	-2%	-$115K	0.3%	80
2025 Q3	$4.79M	Buy	30,830 +664	+2%	+$97.7K	0.32%	71
2025 Q2	$4.27M	Buy	30,166 +1,551	+5%	+$197K	0.31%	74
2025 Q1	$3.34M	Buy	28,615 +560	+2%	+$65.9K	0.27%	81
2024 Q4	$3.22M	Sell	28,055 -3,176	-10%	-$375K	0.26%	83
2024 Q3	$3.59M	Sell	31,231 -1,641	-5%	-$178K	0.3%	71
2024 Q2	$3.38M	Buy	32,872 +852	+3%	+$87.4K	0.3%	73
2024 Q1	$3.25M	Buy	32,020 +1,592	+5%	+$151K	0.31%	74
2023 Q4	$2.8M	Sell	30,428 -275	-0.9%	-$23.5K	0.28%	75
2023 Q3	$2.45M	Buy	30,703 +2,944	+11%	+$246K	0.29%	74
2023 Q2	$2.34M	Buy	+27,759	New	+$2.24M	0.28%	74
2020 Q3	–	Sell	-550	Closed	-$30K	–	1275
2020 Q2	$30K	Buy	550 +50	+10%	+$2.71K	0.01%	516
2020 Q1	$25K	Sell	500 -450	-47%	-$29.2K	0.01%	277
2019 Q4	$66K	Hold	950	–	–	0.03%	227
2019 Q3	$62K	Sell	950 -150	-14%	-$10K	0.03%	216
2019 Q2	$72K	Hold	1,100	–	–	0.04%	203
2019 Q1	$64K	Sell	1,100 -100	-8%	-$5.6K	0.04%	203
2018 Q4	$59K	Sell	1,200 -200	-14%	-$11K	0.04%	174
2018 Q3	$86K	Buy	1,400 +600	+75%	+$35.2K	0.05%	171
2018 Q2	$44K	Sell	800 -225	-22%	-$12.8K	0.03%	253
2018 Q1	$58K	Sell	1,025 -50	-5%	-$2.83K	0.04%	208
2017 Q4	$58K	Hold	1,075	–	–	0.04%	207
2017 Q3	$55K	Buy	1,075 +75	+8%	+$3.65K	0.03%	233
2017 Q2	$46K	Sell	1,000 -300	-23%	-$13.5K	0.03%	239
2017 Q1	$57K	Buy	+1,300	New	+$56.1K	0.04%	224

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

Creative Financial Designs's PPA Position: Q2 2026 in Review

Creative Financial Designs increased its Invesco Aerospace & Defense ETF (PPA) stake by 10% in Q2 2026, buying an estimated $523K and bringing the position to 32,372 shares worth $5.72M. The position accounts for 0.27% of the portfolio, ranked #84.

Creative Financial Designs first reported a position in PPA in Q1 2017 and has held it in 27 quarters since. 578 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Creative Financial Designs held 32,372 shares of Invesco Aerospace & Defense ETF worth $5.72M as of Q2 2026.
Creative Financial Designs bought 3,052 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $523K.
Invesco Aerospace & Defense ETF made up 0.27% of Creative Financial Designs's portfolio in Q2 2026, its #84 holding.
Creative Financial Designs first reported a position in Invesco Aerospace & Defense ETF in Q1 2017 and has held it in 27 quarters since.
578 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.