Elevation Wealth Partners
PPA icon

Elevation Wealth Partners’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Elevation Wealth Partners’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 		$176K Buy
1,140
+4
+0.4% +$684 0.05% 155
2026
Q2 		$201K Buy
1,136
+1
+0.1% +$171 0.06% 139
2026
Q1 		$188K Hold
1,135
– – 0.07% 120
2025
Q4 		$178K Hold
1,135
– – 0.06% 123
2025
Q3 		$176K Buy
1,135
+3
+0.3% +$441 0.06% 124
2025
Q2 		$160K Buy
1,132
+282
+33% +$35.7K 0.06% 128
2025
Q1 		$99.1K Hold
850
– – 0.04% 173
2024
Q4 		$97.5K Buy
850
+1
+0.1% +$118 0.04% 169
2024
Q3 		$97.6K Buy
849
+1
+0.1% +$109 0.04% 170
2024
Q2 		$87.1K Hold
848
– – 0.04% 172
2024
Q1 		$86.1K Buy
+848
New +$80.5K 0.04% 171

Other funds holding PPA

Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Miramontes Capital
Miramontes Capital Newport, California $331M AUM 19.33% 1-Year Est. Return
Searcy Financial Services
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
PI
Pachira Investments Dana Point, California $312M AUM 20.69% 1-Year Est. Return
Valley Wealth Managers
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
Detalus Advisors
Detalus Advisors St. Louis, Missouri $507M AUM 15.45% 1-Year Est. Return
CMH Wealth Management
CMH Wealth Management Portsmouth, New Hampshire $664M AUM 22.7% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Elevation Wealth Partners's PPA Position: Q3 2026 in Review

Elevation Wealth Partners increased its Invesco Aerospace & Defense ETF (PPA) stake by 0.35% in Q3 2026, buying an estimated $684 and bringing the position to 1,140 shares worth $176K. The position accounts for 0.05% of the portfolio, ranked #155.

Elevation Wealth Partners first reported a position in PPA in Q1 2024 and has held it in 11 quarters since. The position peaked at $201K in Q2 2026. 197 funds tracked by Wall St. Rank hold PPA as of Q3 2026.

  • Elevation Wealth Partners held 1,140 shares of Invesco Aerospace & Defense ETF worth $176K as of Q3 2026.
  • Elevation Wealth Partners bought 4 Invesco Aerospace & Defense ETF shares in Q3 2026, an estimated $684.
  • Invesco Aerospace & Defense ETF made up 0.05% of Elevation Wealth Partners's portfolio in Q3 2026, its #155 holding.
  • Elevation Wealth Partners first reported a position in Invesco Aerospace & Defense ETF in Q1 2024 and has held it in 11 quarters since.
  • Elevation Wealth Partners's Invesco Aerospace & Defense ETF position peaked at $201K in Q2 2026.
  • 197 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.