EverSource Wealth Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

EverSource Wealth Advisors’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	$1.67M	Buy	9,466 +1,692	+22%	+$290K	0.06%	248
2026 Q1	$1.29M	Buy	7,774 +6,861	+751%	+$1.2M	0.04%	323
2025 Q4	$143K	Sell	913 -17,601	-95%	-$2.71M	0.01%	1130
2025 Q3	$2.88M	Buy	18,514 +1,149	+7%	+$169K	0.11%	143
2025 Q2	$2.46M	Buy	17,365 +16,748	+2,714%	+$2.12M	0.11%	141
2025 Q1	$71.9K	Buy	617 +81	+15%	+$9.53K	﹤0.01%	1055
2024 Q4	$61.5K	Hold	536	–	–	﹤0.01%	1095
2024 Q3	$61.6K	Hold	536	–	–	﹤0.01%	982
2024 Q2	$58.6K	Hold	536	–	–	﹤0.01%	1015
2024 Q1	$54.2K	Buy	+536	New	+$50.9K	﹤0.01%	951

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

EverSource Wealth Advisors's PPA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Invesco Aerospace & Defense ETF (PPA) stake by 22% in Q2 2026, buying an estimated $290K and bringing the position to 9,466 shares worth $1.67M. The position accounts for 0.06% of the portfolio, ranked #248.

EverSource Wealth Advisors first reported a position in PPA in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.88M in Q3 2025. 579 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

EverSource Wealth Advisors held 9,466 shares of Invesco Aerospace & Defense ETF worth $1.67M as of Q2 2026.
EverSource Wealth Advisors bought 1,692 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $290K.
Invesco Aerospace & Defense ETF made up 0.06% of EverSource Wealth Advisors's portfolio in Q2 2026, its #248 holding.
EverSource Wealth Advisors first reported a position in Invesco Aerospace & Defense ETF in Q1 2024 and has held it in 10 quarters since.
EverSource Wealth Advisors's Invesco Aerospace & Defense ETF position peaked at $2.88M in Q3 2025.
579 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.