FIA
PPA icon

Foundations Investment Advisors’s Invesco Aerospace & Defense ETF PPA Stock Holding History

Foundations Investment 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 		$301K Sell
1,706
-40
-2% -$6.85K ﹤0.01% 964
2026
Q1 		$289K Buy
+1,746
New +$305K ﹤0.01% 925
2025
Q4 		– Sell
-2,116
Closed -$329K – 1170
2025
Q3 		$329K Buy
+2,116
New +$311K ﹤0.01% 816

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

Foundations Investment Advisors's PPA Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Invesco Aerospace & Defense ETF (PPA) stake by 2.3% in Q2 2026, selling an estimated $6.85K and leaving 1,706 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #964.

Foundations Investment Advisors first reported a position in PPA in Q3 2025 and has held it in 3 quarters since. The position peaked at $329K in Q3 2025. 580 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

  • Foundations Investment Advisors held 1,706 shares of Invesco Aerospace & Defense ETF worth $301K as of Q2 2026.
  • Foundations Investment Advisors sold 40 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $6.85K.
  • Invesco Aerospace & Defense ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #964 holding.
  • Foundations Investment Advisors first reported a position in Invesco Aerospace & Defense ETF in Q3 2025 and has held it in 3 quarters since.
  • Foundations Investment Advisors's Invesco Aerospace & Defense ETF position peaked at $329K in Q3 2025.
  • 580 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.