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 Q3	$3K	Sell	19 -411	-96%	-$70.3K	﹤0.01%	1518
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

Miramontes Capital Newport, California $331M AUM 19.33% 1-Year Est. Return

Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Pachira Investments Dana Point, California $312M AUM 20.69% 1-Year Est. Return

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return

CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

CX Institutional's PPA Position: Q3 2026 in Review

CX Institutional reduced its Invesco Aerospace & Defense ETF (PPA) stake by 96% in Q3 2026, selling an estimated $70.3K and leaving 19 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

CX Institutional first reported a position in PPA in Q3 2025 and has held it in 5 quarters since. The position peaked at $76K in Q2 2026. 155 funds tracked by Wall St. Rank hold PPA as of Q3 2026.

CX Institutional held 19 shares of Invesco Aerospace & Defense ETF worth $3K as of Q3 2026.
CX Institutional sold 411 Invesco Aerospace & Defense ETF shares in Q3 2026, an estimated $70.3K.
Invesco Aerospace & Defense ETF made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1518 holding.
CX Institutional first reported a position in Invesco Aerospace & Defense ETF in Q3 2025 and has held it in 5 quarters since.
CX Institutional's Invesco Aerospace & Defense ETF position peaked at $76K in Q2 2026.
155 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.