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

Evermay 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 Q2	$8.13K	Sell	46 -25	-35%	-$4.28K	﹤0.01%	526
2026 Q1	$11.8K	Hold	71	–	–	﹤0.01%	446
2025 Q4	$11.1K	Hold	71	–	–	﹤0.01%	438
2025 Q3	$11K	Hold	71	–	–	﹤0.01%	437
2025 Q2	$10.1K	Hold	71	–	–	﹤0.01%	446
2025 Q1	$8.28K	Hold	71	–	–	﹤0.01%	460
2024 Q4	$8.15K	Hold	71	–	–	﹤0.01%	463
2024 Q3	$8.16K	Hold	71	–	–	﹤0.01%	474
2024 Q2	$7.29K	Buy	+71	New	+$7.28K	﹤0.01%	476

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

Evermay Wealth Management's PPA Position: Q2 2026 in Review

Evermay Wealth Management reduced its Invesco Aerospace & Defense ETF (PPA) stake by 35% in Q2 2026, selling an estimated $4.28K and leaving 46 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

Evermay Wealth Management first reported a position in PPA in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.8K in Q1 2026. 579 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Evermay Wealth Management held 46 shares of Invesco Aerospace & Defense ETF worth $8.13K as of Q2 2026.
Evermay Wealth Management sold 25 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $4.28K.
Invesco Aerospace & Defense ETF made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #526 holding.
Evermay Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q2 2024 and has held it in 9 quarters since.
Evermay Wealth Management's Invesco Aerospace & Defense ETF position peaked at $11.8K in Q1 2026.
579 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.