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Financial Advocates Investment Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-9,700
Closed -$1.37M – 442
2025
Q2 		$1.37M Sell
9,700
-1,147
-11% -$145K 0.11% 178
2025
Q1 		$1.26M Buy
10,847
+118
+1% +$13.9K 0.09% 228
2024
Q4 		$1.23M Sell
10,729
-11,844
-52% -$1.4M 0.07% 255
2024
Q3 		$2.21M Buy
22,573
+6,277
+39% +$682K 0.13% 168
2024
Q2 		$1.67M Sell
16,296
-2,296
-12% -$236K 0.1% 191
2024
Q1 		$1.77M Sell
18,592
-288
-2% -$27.3K 0.1% 202
2023
Q4 		$1.61M Buy
18,880
+4,866
+35% +$416K 0.11% 204
2023
Q3 		$1.12M Buy
14,014
+235
+2% +$19.6K 0.08% 250
2023
Q2 		$1.16M Buy
13,779
+223
+2% +$18K 0.08% 243
2023
Q1 		$1.09M Buy
13,556
+2,279
+20% +$182K 0.08% 274
2022
Q4 		$884K Buy
11,277
+2,139
+23% +$161K 0.07% 316
2022
Q3 		$600K Buy
9,138
+662
+8% +$47.3K 0.05% 367
2022
Q2 		$594K Buy
8,476
+2,446
+41% +$178K 0.05% 368
2022
Q1 		$472K Buy
+6,030
New +$447K 0.03% 456
2021
Q4 		– Sell
-3,157
Closed -$227K – 802
2021
Q3 		$227K Sell
3,157
-174
-5% -$12.8K 0.02% 675
2021
Q2 		$251K Sell
3,331
-123
-4% -$9.25K 0.02% 646
2021
Q1 		$251K Buy
+3,454
New +$239K 0.02% 660
2020
Q3 		– Sell
-5,547
Closed -$344K – 675
2020
Q2 		$344K Buy
5,547
+1,149
+26% +$62.4K 0.03% 437
2020
Q1 		$220K Sell
4,398
-292
-6% -$19K 0.03% 420
2019
Q4 		$320K Buy
4,690
+619
+15% +$42.1K 0.03% 387
2019
Q3 		$275K Sell
4,071
-57
-1% -$3.8K 0.03% 395
2019
Q2 		$268K Buy
4,128
+205
+5% +$12.7K 0.03% 387
2019
Q1 		$227K Buy
+3,923
New +$220K 0.03% 413
2018
Q4 		– Sell
-3,702
Closed -$228K – 487
2018
Q3 		$228K Sell
3,702
-519
-12% -$30.5K 0.03% 450
2018
Q2 		$233K Buy
4,221
+7
+0.2% +$397 0.03% 431
2018
Q1 		$239K Sell
4,214
-1,022
-20% -$58K 0.03% 415
2017
Q4 		$282K Buy
+5,236
New +$277K 0.04% 373

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 $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Financial Advocates Investment Management's PPA Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Invesco Aerospace & Defense ETF (PPA) in Q3 2025, closing a stake of 9,700 shares — an estimated $1.37M sold.

Financial Advocates Investment Management first reported a position in PPA in Q4 2017 and held it in 27 quarters. The position peaked at $2.21M in Q3 2024. 447 funds tracked by Wall St. Rank hold PPA as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Invesco Aerospace & Defense ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,700 Invesco Aerospace & Defense ETF shares in Q3 2025, an estimated $1.37M.
  • Financial Advocates Investment Management first reported a position in Invesco Aerospace & Defense ETF in Q4 2017 and held it in 27 quarters.
  • Financial Advocates Investment Management's Invesco Aerospace & Defense ETF position peaked at $2.21M in Q3 2024.
  • 447 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.