FNBT
PPA icon

FineMark National Bank & Trust’s Invesco Aerospace & Defense ETF PPA Stock Holding History

FineMark National Bank & Trust’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
-1,430
Closed -$203K – 469
2025
Q2 		$203K Buy
+1,430
New +$181K 0.01% 432

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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 $7.29B AUM 16.22% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

FineMark National Bank & Trust's PPA Position: Q3 2025 in Review

FineMark National Bank & Trust sold out of Invesco Aerospace & Defense ETF (PPA) in Q3 2025, closing a stake of 1,430 shares — an estimated $203K sold.

FineMark National Bank & Trust first reported a position in PPA in Q2 2025 and held it in 1 quarter. The position peaked at $203K in Q2 2025. 446 funds tracked by Wall St. Rank hold PPA as of Q3 2025.

  • FineMark National Bank & Trust reported no remaining Invesco Aerospace & Defense ETF position as of Q3 2025 after selling out during the quarter.
  • FineMark National Bank & Trust sold 1,430 Invesco Aerospace & Defense ETF shares in Q3 2025, an estimated $203K.
  • FineMark National Bank & Trust first reported a position in Invesco Aerospace & Defense ETF in Q2 2025 and held it in 1 quarter.
  • FineMark National Bank & Trust's Invesco Aerospace & Defense ETF position peaked at $203K in Q2 2025.
  • 446 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q3 2025.

Based on FineMark National Bank & Trust's 13F filing for Q3 2025, filed 12 Nov 2025.