Diversify Advisory Services’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Diversify Advisory 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	$703K	Buy	+3,967	New	+$679K	0.01%	764
2026 Q1	–	Sell	-2,155	Closed	-$390K	–	679
2025 Q4	$390K	Buy	2,155 +241	+13%	+$37.2K	0.01%	684
2025 Q3	$302K	Buy	1,914 +1	+0.1%	+$147	0.01%	721
2025 Q2	$283K	Buy	+1,913	New	+$242K	0.01%	696
2025 Q1	–	Sell	-2,009	Closed	-$230K	–	678
2024 Q4	$230K	Hold	2,009	–	–	0.01%	557
2024 Q3	$236K	Sell	2,009 -222	-10%	-$24.1K	0.01%	562
2024 Q2	$230K	Buy	+2,231	New	+$229K	0.01%	576

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

Diversify Advisory Services's PPA Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Invesco Aerospace & Defense ETF (PPA) in Q2 2026: 3,967 shares worth $703K. The stake represents 0.01% of the portfolio and ranks #764 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in PPA as recently as Q4 2025.

Diversify Advisory Services first reported a position in PPA in Q2 2024 and has held it in 7 quarters since. 577 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Diversify Advisory Services held 3,967 shares of Invesco Aerospace & Defense ETF worth $703K as of Q2 2026.
Invesco Aerospace & Defense ETF was a new Diversify Advisory Services position in Q2 2026.
Invesco Aerospace & Defense ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #764 holding.
Diversify Advisory Services first reported a position in Invesco Aerospace & Defense ETF in Q2 2024 and has held it in 7 quarters since.
577 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.