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

Evolution 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	$2.39M	Hold	13,545	–	–	0.28%	44
2026 Q1	$2.24M	Hold	13,545	–	–	0.23%	46
2025 Q4	$2.12M	Hold	13,545	–	–	0.21%	45
2025 Q3	$2.11M	Hold	13,545	–	–	0.28%	47
2025 Q2	$1.92M	Sell	13,545 -4	-0%	-$507	0.28%	49
2025 Q1	$1.58M	Buy	13,549 +4	+0%	+$470	0.26%	53
2024 Q4	$1.55M	Hold	13,545	–	–	0.26%	53
2024 Q3	$1.56M	Hold	13,545	–	–	0.28%	53
2024 Q2	$1.39M	Hold	13,545	–	–	0.27%	54
2024 Q1	$1.38M	Hold	13,545	–	–	0.26%	51
2023 Q4	$1.25M	Hold	13,545	–	–	0.25%	52
2023 Q3	$1.08M	Hold	13,545	–	–	0.24%	50
2023 Q2	$1.14M	Hold	13,545	–	–	0.25%	46
2023 Q1	$1.09M	Hold	13,545	–	–	0.26%	46
2022 Q4	$1.06M	Hold	13,545	–	–	0.27%	46
2022 Q3	$874K	Hold	13,545	–	–	0.24%	54
2022 Q2	$949K	Buy	+13,545	New	+$984K	0.24%	56

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

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

Evolution Wealth Advisors held its Invesco Aerospace & Defense ETF (PPA) position steady in Q2 2026 at 13,545 shares worth $2.39M. The position accounts for 0.28% of the portfolio, ranked #44.

Evolution Wealth Advisors first reported a position in PPA in Q2 2022 and has held it in 17 quarters since. 578 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

Evolution Wealth Advisors held 13,545 shares of Invesco Aerospace & Defense ETF worth $2.39M as of Q2 2026.
Evolution Wealth Advisors left its Invesco Aerospace & Defense ETF share count unchanged in Q2 2026.
Invesco Aerospace & Defense ETF made up 0.28% of Evolution Wealth Advisors's portfolio in Q2 2026, its #44 holding.
Evolution Wealth Advisors first reported a position in Invesco Aerospace & Defense ETF in Q2 2022 and has held it in 17 quarters since.
578 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.