EPG Wealth Management
PPA icon

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

EPG 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
Q3 		$15.6K Sell
101
-100
-50% -$17.1K ﹤0.01% 271
2026
Q2 		$35.5K Hold
201
– – 0.01% 241
2026
Q1 		$33.3K Hold
201
– – 0.01% 242
2025
Q4 		$31.5K Buy
+201
New +$31K 0.01% 242

Other funds holding PPA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Capital Asset Advisory Services
Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 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

EPG Wealth Management's PPA Position: Q3 2026 in Review

EPG Wealth Management reduced its Invesco Aerospace & Defense ETF (PPA) stake by 50% in Q3 2026, selling an estimated $17.1K and leaving 101 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #271.

EPG Wealth Management first reported a position in PPA in Q4 2025 and has held it in 4 quarters since. The position peaked at $35.5K in Q2 2026. 326 funds tracked by Wall St. Rank hold PPA as of Q3 2026.

  • EPG Wealth Management held 101 shares of Invesco Aerospace & Defense ETF worth $15.6K as of Q3 2026.
  • EPG Wealth Management sold 100 Invesco Aerospace & Defense ETF shares in Q3 2026, an estimated $17.1K.
  • Invesco Aerospace & Defense ETF made up ﹤0.01% of EPG Wealth Management's portfolio in Q3 2026, its #271 holding.
  • EPG Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q4 2025 and has held it in 4 quarters since.
  • EPG Wealth Management's Invesco Aerospace & Defense ETF position peaked at $35.5K in Q2 2026.
  • 326 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.