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

Curran Financial Partners’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	$347K	Sell	1,966 -117	-6%	-$20K	0.05%	100
2026 Q1	$345K	Sell	2,083 -9	-0.4%	-$1.57K	0.06%	95
2025 Q4	$328K	Sell	2,092 -611	-23%	-$94.2K	0.06%	99
2025 Q3	$420K	Buy	2,703 +156	+6%	+$23K	0.08%	97
2025 Q2	$361K	Buy	2,547 +66	+3%	+$8.36K	0.08%	93
2025 Q1	$289K	Buy	2,481 +130	+6%	+$15.3K	0.07%	77
2024 Q4	$270K	Buy	+2,351	New	+$277K	0.07%	82

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

Curran Financial Partners's PPA Position: Q2 2026 in Review

Curran Financial Partners reduced its Invesco Aerospace & Defense ETF (PPA) stake by 5.6% in Q2 2026, selling an estimated $20K and leaving 1,966 shares worth $347K. The position accounts for 0.05% of the portfolio, ranked #100.

Curran Financial Partners first reported a position in PPA in Q4 2024 and has held it in 7 quarters since. The position peaked at $420K in Q3 2025. 578 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Curran Financial Partners held 1,966 shares of Invesco Aerospace & Defense ETF worth $347K as of Q2 2026.
Curran Financial Partners sold 117 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $20K.
Invesco Aerospace & Defense ETF made up 0.05% of Curran Financial Partners's portfolio in Q2 2026, its #100 holding.
Curran Financial Partners first reported a position in Invesco Aerospace & Defense ETF in Q4 2024 and has held it in 7 quarters since.
Curran Financial Partners's Invesco Aerospace & Defense ETF position peaked at $420K in Q3 2025.
578 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Curran Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.