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FSA Wealth Management’s Invesco Aerospace & Defense ETF PPA Stock Holding History

FSA Wealth 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
Q1 		– Sell
-100
Closed -$11.5K – 530
2024
Q4 		$11.5K Hold
100
– – ﹤0.01% 285
2024
Q3 		$11.5K Buy
+100
New +$10.9K ﹤0.01% 293
2024
Q1 		$10.2K Hold
100
– – ﹤0.01% 326
2023
Q4 		$9K Buy
+100
New +$8.55K ﹤0.01% 338
2020
Q1 		– Sell
-150
Closed -$10K – 427
2019
Q4 		$10K Buy
+150
New +$10.2K 0.01% 311

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
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

FSA Wealth Management's PPA Position: Q1 2025 in Review

FSA Wealth Management sold out of Invesco Aerospace & Defense ETF (PPA) in Q1 2025, closing a stake of 100 shares — an estimated $11.5K sold.

FSA Wealth Management first reported a position in PPA in Q4 2019 and held it in 5 quarters. The position peaked at $11.5K in Q3 2024. 398 funds tracked by Wall St. Rank hold PPA as of Q1 2025.

  • FSA Wealth Management reported no remaining Invesco Aerospace & Defense ETF position as of Q1 2025 after selling out during the quarter.
  • FSA Wealth Management sold 100 Invesco Aerospace & Defense ETF shares in Q1 2025, an estimated $11.5K.
  • FSA Wealth Management first reported a position in Invesco Aerospace & Defense ETF in Q4 2019 and held it in 5 quarters.
  • FSA Wealth Management's Invesco Aerospace & Defense ETF position peaked at $11.5K in Q3 2024.
  • 398 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q1 2025.

Based on FSA Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.