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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return