Envision Financial Transparency’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Envision Financial Transparency’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 Q1	$438K	Buy	+2,641	New	+$462K	0.43%	33

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 $103B AUM 28.65% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Envision Financial Transparency's PPA Position: Q1 2026 in Review

Envision Financial Transparency opened a new position in Invesco Aerospace & Defense ETF (PPA) in Q1 2026: 2,641 shares worth $438K. The stake represents 0.43% of the portfolio and ranks #33 among its holdings.

570 funds tracked by Wall St. Rank hold PPA as of Q1 2026.

Envision Financial Transparency held 2,641 shares of Invesco Aerospace & Defense ETF worth $438K as of Q1 2026.
Invesco Aerospace & Defense ETF was a new Envision Financial Transparency position in Q1 2026.
Invesco Aerospace & Defense ETF made up 0.43% of Envision Financial Transparency's portfolio in Q1 2026, its #33 holding.
570 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2026.

Based on Envision Financial Transparency's 13F filing for Q1 2026, filed 13 May 2026.