Diversify Wealth Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Diversify Wealth Management’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 +172	+5%	+$29.5K	0.01%	764
2026 Q1	$621K	Buy	3,795 +2,388	+170%	+$418K	0.01%	745
2025 Q4	$247K	Hold	1,407	–	–	0.01%	559
2025 Q3	$222K	Buy	1,407 +2	+0.1%	+$294	0.01%	506
2025 Q2	$208K	Buy	+1,405	New	+$178K	0.01%	515
2025 Q1	–	Sell	-2,085	Closed	-$239K	–	543
2024 Q4	$239K	Buy	+2,085	New	+$246K	0.02%	462

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 Wealth Management's PPA Position: Q2 2026 in Review

Diversify Wealth Management increased its Invesco Aerospace & Defense ETF (PPA) stake by 4.5% in Q2 2026, buying an estimated $29.5K and bringing the position to 3,967 shares worth $703K. The position accounts for 0.01% of the portfolio, ranked #764.

Diversify Wealth Management first reported a position in PPA in Q4 2024 and has held it in 6 quarters since. 580 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Diversify Wealth Management held 3,967 shares of Invesco Aerospace & Defense ETF worth $703K as of Q2 2026.
Diversify Wealth Management bought 172 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $29.5K.
Invesco Aerospace & Defense ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #764 holding.
Diversify Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q4 2024 and has held it in 6 quarters since.
580 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.