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Cypress Wealth Services’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Cypress Wealth Services’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 		$302K Hold
1,708
– – 0.04% 341
2026
Q1 		$283K Hold
1,708
– – 0.04% 317
2025
Q4 		$268K Buy
1,708
+213
+14% +$32.8K 0.04% 324
2025
Q3 		$232K Buy
+1,495
New +$220K 0.04% 301

Other funds holding PPA

AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $265M AUM 30.34% 1-Year Est. Return

Cypress Wealth Services's PPA Position: Q2 2026 in Review

Cypress Wealth Services held its Invesco Aerospace & Defense ETF (PPA) position steady in Q2 2026 at 1,708 shares worth $302K. The position accounts for 0.04% of the portfolio, ranked #341.

Cypress Wealth Services first reported a position in PPA in Q3 2025 and has held it in 4 quarters since. 222 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Cypress Wealth Services held 1,708 shares of Invesco Aerospace & Defense ETF worth $302K as of Q2 2026.
  • Cypress Wealth Services left its Invesco Aerospace & Defense ETF share count unchanged in Q2 2026.
  • Invesco Aerospace & Defense ETF made up 0.04% of Cypress Wealth Services's portfolio in Q2 2026, its #341 holding.
  • Cypress Wealth Services first reported a position in Invesco Aerospace & Defense ETF in Q3 2025 and has held it in 4 quarters since.
  • 222 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.