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Financial Partners Group (Kansas)’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Financial Partners Group (Kansas)’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 		$5.73M Buy
34,596
+494
+1% +$86.4K 0.69% 34
2025
Q4 		$5.95M Buy
34,102
+571
+2% +$88K 0.69% 34
2025
Q3 		$5.21M Buy
33,531
+2,581
+8% +$380K 0.65% 34
2025
Q2 		$4.39M Buy
30,950
+5,670
+22% +$718K 0.61% 36
2025
Q1 		$2.95M Sell
25,280
-1,006
-4% -$118K 0.45% 42
2024
Q4 		$3.02M Buy
26,286
+5,277
+25% +$623K 0.44% 39
2024
Q3 		$2.42M Buy
21,009
+6,447
+44% +$701K 0.36% 43
2024
Q2 		$1.5M Buy
14,562
+3,245
+29% +$333K 0.24% 53
2024
Q1 		$1.15M Buy
11,317
+3,444
+44% +$327K 0.18% 55
2023
Q4 		$726K Buy
7,873
+1,708
+28% +$146K 0.13% 72
2023
Q3 		$517K Buy
+6,165
New +$515K 0.11% 82

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 $377B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $7.29B AUM 16.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return