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Fortune Financial Group’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Fortune Financial Group’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 		$702K Buy
+3,972
New +$680K 0.55% 41
2026
Q1 		– Sell
-2,008
Closed -$335K – 96
2025
Q4 		$335K Buy
+2,008
New +$310K 0.33% 68

Other funds holding PPA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Cetera Investment Advisers
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

Fortune Financial Group's PPA Position: Q2 2026 in Review

Fortune Financial Group opened a new position in Invesco Aerospace & Defense ETF (PPA) in Q2 2026: 3,972 shares worth $702K. The stake represents 0.55% of the portfolio and ranks #41 among its holdings. This is a return to the name: Fortune Financial Group previously reported a position in PPA as recently as Q4 2025.

Fortune Financial Group first reported a position in PPA in Q4 2025 and has held it in 2 quarters since. 580 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Fortune Financial Group held 3,972 shares of Invesco Aerospace & Defense ETF worth $702K as of Q2 2026.
  • Invesco Aerospace & Defense ETF was a new Fortune Financial Group position in Q2 2026.
  • Invesco Aerospace & Defense ETF made up 0.55% of Fortune Financial Group's portfolio in Q2 2026, its #41 holding.
  • Fortune Financial Group first reported a position in Invesco Aerospace & Defense ETF in Q4 2025 and has held it in 2 quarters since.
  • 580 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Fortune Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.