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CX Institutional’s Invesco Aerospace & Defense ETF PPA Stock Holding History

CX Institutional’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 		$76K Buy
430
+10
+2% +$1.71K ﹤0.01% 912
2026
Q1 		$70K Sell
420
-28
-6% -$4.9K ﹤0.01% 918
2025
Q4 		$70K Hold
448
– – ﹤0.01% 916
2025
Q3 		$70K Buy
+448
New +$65.9K ﹤0.01% 883

Other funds holding PPA

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
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return
IMC
Investment Management Corporation Roanoke, Virginia $120M AUM 23.03% 1-Year Est. Return
CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

CX Institutional's PPA Position: Q2 2026 in Review

CX Institutional increased its Invesco Aerospace & Defense ETF (PPA) stake by 2.4% in Q2 2026, buying an estimated $1.71K and bringing the position to 430 shares worth $76K. The position accounts for ﹤0.01% of the portfolio, ranked #912.

CX Institutional first reported a position in PPA in Q3 2025 and has held it in 4 quarters since. 136 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • CX Institutional held 430 shares of Invesco Aerospace & Defense ETF worth $76K as of Q2 2026.
  • CX Institutional bought 10 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $1.71K.
  • Invesco Aerospace & Defense ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #912 holding.
  • CX Institutional first reported a position in Invesco Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
  • 136 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.