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 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

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

Elevation Wealth Partners's PPA Position: Q2 2026 in Review

Elevation Wealth Partners increased its Invesco Aerospace & Defense ETF (PPA) stake by 0.09% in Q2 2026, buying an estimated $171 and bringing the position to 1,136 shares worth $201K. The position accounts for 0.06% of the portfolio, ranked #139.

Elevation Wealth Partners first reported a position in PPA in Q1 2024 and has held it in 10 quarters since. 579 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Elevation Wealth Partners held 1,136 shares of Invesco Aerospace & Defense ETF worth $201K as of Q2 2026.
Elevation Wealth Partners bought 1 Invesco Aerospace & Defense ETF share in Q2 2026, an estimated $171.
Invesco Aerospace & Defense ETF made up 0.06% of Elevation Wealth Partners's portfolio in Q2 2026, its #139 holding.
Elevation Wealth Partners first reported a position in Invesco Aerospace & Defense ETF in Q1 2024 and has held it in 10 quarters since.
579 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.