DAS
PPA icon

Dynamic Advisor Solutions’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Dynamic Advisor Solutions’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 		$1.8M Buy
10,199
+34
+0.3% +$5.82K 0.05% 357
2026
Q1 		$1.68M Buy
10,165
+1,030
+11% +$180K 0.05% 351
2025
Q4 		$1.43M Buy
9,135
+1,193
+15% +$184K 0.05% 375
2025
Q3 		$1.23M Buy
7,942
+468
+6% +$68.9K 0.04% 416
2025
Q2 		$1.06M Buy
7,474
+342
+5% +$43.3K 0.03% 441
2025
Q1 		$831K Sell
7,132
-177
-2% -$20.8K 0.03% 464
2024
Q4 		$839K Buy
7,309
+701
+11% +$82.7K 0.04% 347
2024
Q3 		$760K Buy
6,608
+2,074
+46% +$225K 0.02% 523
2024
Q2 		$466K Buy
4,534
+976
+27% +$100K 0.01% 641
2024
Q1 		$361K Buy
3,558
+385
+12% +$36.5K 0.01% 695
2023
Q4 		$286K Buy
+3,173
New +$271K 0.01% 733
2018
Q4 		– Sell
-39,791
Closed -$2.45M – 442
2018
Q3 		$2.45M Buy
39,791
+18,022
+83% +$1.06M 0.51% 50
2018
Q2 		$1.2M Buy
21,769
+1,290
+6% +$73.2K 0.27% 111
2018
Q1 		$1.16M Buy
+20,479
New +$1.16M 0.3% 100

Other funds holding PPA

CWM
CMH Wealth Management Portsmouth, New Hampshire $655M AUM 25.75% 1-Year Est. Return
MWM
McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
GRWP
Green Ridge Wealth Planning Montville, New Jersey $238M AUM
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $338M AUM 13.09% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return