BFC Planning, Inc.’s Invesco Aerospace & Defense ETF PPA Stock Holding History

BFC Planning, Inc.’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	$2.97M	Buy	16,812 +800	+5%	+$137K	0.12%	179
2026 Q1	$2.65M	Sell	16,012 -3,011	-16%	-$527K	0.12%	171
2025 Q4	$2.98M	Buy	19,023 +280	+1%	+$43.2K	0.13%	158
2025 Q3	$2.91M	Sell	18,743 -242	-1%	-$35.6K	0.21%	92
2025 Q2	$2.69M	Sell	18,985 -387	-2%	-$49K	0.21%	95
2025 Q1	$2.26M	Buy	19,372 +780	+4%	+$91.7K	0.2%	96
2024 Q4	$2.13M	Buy	+18,592	New	+$2.19M	0.18%	102

Other funds holding PPA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

BFC Planning, Inc.'s PPA Position: Q2 2026 in Review

BFC Planning, Inc. increased its Invesco Aerospace & Defense ETF (PPA) stake by 5% in Q2 2026, buying an estimated $137K and bringing the position to 16,812 shares worth $2.97M. The position accounts for 0.12% of the portfolio, ranked #179.

BFC Planning, Inc. first reported a position in PPA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.98M in Q4 2025. 582 funds tracked by Wall St. Rank hold PPA as of Q2 2026.

BFC Planning, Inc. held 16,812 shares of Invesco Aerospace & Defense ETF worth $2.97M as of Q2 2026.
BFC Planning, Inc. bought 800 Invesco Aerospace & Defense ETF shares in Q2 2026, an estimated $137K.
Invesco Aerospace & Defense ETF made up 0.12% of BFC Planning, Inc.'s portfolio in Q2 2026, its #179 holding.
BFC Planning, Inc. first reported a position in Invesco Aerospace & Defense ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Invesco Aerospace & Defense ETF position peaked at $2.98M in Q4 2025.
582 funds tracked by Wall St. Rank held Invesco Aerospace & Defense ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.