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 Q3	$79.2K	Buy	512 +466	+1,013%	+$79.7K	0.01%	307
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Evermay Wealth Management increased its Invesco Aerospace & Defense ETF (PPA) stake by 1,013% in Q3 2026, buying an estimated $79.7K and bringing the position to 512 shares worth $79.2K. The position accounts for 0.01% of the portfolio, ranked #307.

Evermay Wealth Management first reported a position in PPA in Q2 2024 and has held it in 10 quarters since. 503 funds tracked by Wall St. Rank hold PPA as of Q3 2026.

Evermay Wealth Management held 512 shares of Invesco Aerospace & Defense ETF worth $79.2K as of Q3 2026.
Evermay Wealth Management bought 466 Invesco Aerospace & Defense ETF shares in Q3 2026, an estimated $79.7K.
Invesco Aerospace & Defense ETF made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #307 holding.
Evermay Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q2 2024 and has held it in 10 quarters since.
503 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.